Tiger Brokers

算力龙头早盘上拉，中际旭创、新易盛领衔反弹，云计算ETF（159890）盘中强势翻红

金融界
May 16

5月16日早盘，两市低开震荡，盘面上算力股迎来反弹，云计算ETF（159890）强势翻红，实时涨幅0.35%。从资金面上，今日该ETF依然延续资金净申购状态。深交所数据显示，昨日该ETF已获2069万元净申购。

成份股方面，中际旭创涨逾5%，新易盛涨逾3%，拓维信息、博思软件、神州泰岳、星网锐捷等多股跟涨。

外围贸易隐忧仍在，内部行情短期或受制于“基金调仓”叙事，引发市场对科技板块流动性的担忧。

不过对于算力行业本身，机构仍较为乐观，中金最新观点认为，近期北美头部云计算厂商陆续发布一季度业绩，今年一季度北美Top4云厂商（亚马逊、谷歌、微软、Meta）合计资本开支（含融资租赁）为773.08亿美元，同比增长61%。展望未来，该机构预期各家云厂商还将持续向AI领域加码，AI基建赋能新老业务，推动AI应用落地加速，有望带动硬件需求的长期成长。

对于下一阶段市场主线，天风证券此前观点认为，自主可控的长期逻辑为国家政策多年布局下的积累和顶层设计的重视，以及国内供给替代原先对美进口的供给的国产替代逻辑。板块筛选上，一是关注国内供给能力的提升维度，即国产化率能够加速提升的领域；二是产能周期视角看产能投放提速领域。

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