--- title: "SERVYOU hits the limit up! NVIDIA heats up the \"PC New Era,\" and the cloud computing ETF China Merchants (159890) surges nearly 3%!" type: "News" locale: "en" url: "https://longbridge.com/en/news/288201592.md" description: "On the first trading day of June, boosted by Nvidia's anticipation of a \"new era of PCs\" and news from the GTC conference, the AI PC and cloud computing sectors surged significantly. The cloud computing ETF from China Merchants rose nearly 3%, SERVYOU hit the daily limit, and stocks like SANGFOR and Hoperun Software saw substantial gains. Institutions believe that Nvidia's new platform is expected to drive AI penetration towards the edge, achieving edge-cloud collaboration, while domestic AI computing power is also on the rise" datetime: "2026-06-01T02:22:09.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/288201592.md) - [en](https://longbridge.com/en/news/288201592.md) - [zh-HK](https://longbridge.com/zh-HK/news/288201592.md) --- # SERVYOU hits the limit up! NVIDIA heats up the "PC New Era," and the cloud computing ETF China Merchants (159890) surges nearly 3%! On the first trading day of June, AI PCs and cloud vendors saw significant gains. The cloud computing ETF China Merchants (159890) opened up over 2% and rose 2.9% as of the time of writing, with constituent stock SERVYOU hitting the daily limit up, SANGFOR rising over 15%, Hoperun Software up over 11%, and Yidian Tianxia, China Great Wall, and China Software all gaining over 6%. Other stocks such as Fanwei Network, Hand Information, and Kingsoft Office also saw increases. In terms of news, NVIDIA will hold the GTC Taipei 2026 conference from June 1 to 4, where Jensen Huang will deliver a keynote speech on June 1, unveiling breakthrough technological advancements driving the next generation of AI. On May 30, NVIDIA's official social media account released a three-word teaser: "A new era of PC," with Microsoft and Arm's official accounts also warming up the announcement, boosting sector sentiment. In response, Huaxi Securities believes that NVIDIA's current PC teaser strongly points to the upcoming debut of the NVIDIAN1/N1X Arm SoC platform, which is expected to accelerate AI penetration into edge PCs. Microsoft continues to advance the Copilot+PC ecosystem, and NVIDIA's participation in core platform construction is expected to enhance overall Windows edge computing power, accelerating AI penetration into terminals. According to the institution, under the Windows system, this joint release is expected to promote improvements in system-level efficiency, including SoC, unified memory, energy efficiency control, and operating systems, while the Arm architecture and integrated Blackwell GPU energy efficiency advantages are expected to address the traditional x86 high power consumption pain points, while driving efficiency breakthroughs to achieve large memory, low power consumption, and low noise environments, thereby enhancing overall edge AI inference capabilities, enabling edge terminals to execute complex Agent Workflows. The release of N1/N1X marks the entry of AIPC into a new era, forming a closed loop between edge and cloud AI, with AIPC expected to become an important new demand point and growth momentum for cloud AI, driving the evolution of AI from "cloud computing power" to "edge-cloud collaboration." Keen Insight Securities points out that domestic AI computing power is on the rise. According to the latest research report from market research firm IDC, in the Chinese cloud AI accelerator market in 2025, domestic GPU and AI chip manufacturers occupy nearly 41% of the market share. From models to computing power and applications, AI innovation continues unabated. 1. Model side: Model innovation has entered an orderly and high-quality development stage, with AI model capabilities continuously improving; commercialization will be a key proposition for large model companies in 2026. 2. Computing power side: Global CSP capital expenditures are growing strongly, with NVIDIA and Broadcom's AI chip businesses continuing to grow rapidly, demonstrating sustained strong demand for AI computing power. 3. Application side: Vibe Coding and Agent demand are strong According to data from the China Securities Index official website, the **China Merchants CSI Cloud Computing and Big Data Theme ETF (159890)** tracks the China Securities Cloud Computing and Big Data Theme Index. The top ten holdings include leading companies in AI computing and applications such as Zhongji Xuchuang, iFlytek, NewEase, Hoperun Technology, Inspur Information, Unisplendour, Kingsoft Office, and Tuowei Information. The **proportion of crayfish is 24%, AI computing is 47%, and AI applications are 34%**, indicating a synergy between hardware and software, which is expected to fully benefit from the dual drivers of computing infrastructure and application implementation ### Related Stocks - [300339.CN](https://longbridge.com/en/quote/300339.CN.md) - [603171.CN](https://longbridge.com/en/quote/603171.CN.md) - [300454.CN](https://longbridge.com/en/quote/300454.CN.md) - [IGV.US](https://longbridge.com/en/quote/IGV.US.md) - [07388.HK](https://longbridge.com/en/quote/07388.HK.md) - [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md) - [588780.CN](https://longbridge.com/en/quote/588780.CN.md) - [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md) - [NVDU.US](https://longbridge.com/en/quote/NVDU.US.md) - [512480.CN](https://longbridge.com/en/quote/512480.CN.md) - [NVDS.US](https://longbridge.com/en/quote/NVDS.US.md) - [07788.HK](https://longbridge.com/en/quote/07788.HK.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [159890.CN](https://longbridge.com/en/quote/159890.CN.md) - [XLK.US](https://longbridge.com/en/quote/XLK.US.md) - [512720.CN](https://longbridge.com/en/quote/512720.CN.md) - [159998.CN](https://longbridge.com/en/quote/159998.CN.md) - [512760.CN](https://longbridge.com/en/quote/512760.CN.md) - [XSW.US](https://longbridge.com/en/quote/XSW.US.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) - [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md) - [NVD.US](https://longbridge.com/en/quote/NVD.US.md) - [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [301171.CN](https://longbridge.com/en/quote/301171.CN.md) - [000066.CN](https://longbridge.com/en/quote/000066.CN.md) - [600536.CN](https://longbridge.com/en/quote/600536.CN.md) - [603039.CN](https://longbridge.com/en/quote/603039.CN.md) - [300170.CN](https://longbridge.com/en/quote/300170.CN.md) - [688111.CN](https://longbridge.com/en/quote/688111.CN.md) - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) - [ARM.US](https://longbridge.com/en/quote/ARM.US.md) - [002926.CN](https://longbridge.com/en/quote/002926.CN.md) - [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md) - [300308.CN](https://longbridge.com/en/quote/300308.CN.md) - [002230.CN](https://longbridge.com/en/quote/002230.CN.md) - [300502.CN](https://longbridge.com/en/quote/300502.CN.md) - [300442.CN](https://longbridge.com/en/quote/300442.CN.md) - [000977.CN](https://longbridge.com/en/quote/000977.CN.md) - [000938.CN](https://longbridge.com/en/quote/000938.CN.md) - [002261.CN](https://longbridge.com/en/quote/002261.CN.md) - [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md) ## Related News & Research - [Hon Hai subsidiary begins commercial operations of 5MW AI cluster](https://longbridge.com/en/news/294536049.md) - [Mark Cuban and Michal Burry warn the AI boom is dangerously reliant on Nvidia](https://longbridge.com/en/news/294232031.md) - [Morningstar says Nvidia's recent market woes put it in an unfamiliar spot: an 'undervalued' high-upside stock play](https://longbridge.com/en/news/294489904.md) - [Nvidia's Potential $250 Billion OpenAI Financing Deal Is Reviving a 1990s Tech Bubble Habit, Analyst Warns: 'Usually Don't End Well'](https://longbridge.com/en/news/294077412.md) - [Nvidia forms industry alliance for open AI security after Hugging Face hack](https://longbridge.com/en/news/293916175.md)