The AI industry chain saw a comprehensive rebound today (March 25). Concepts including domestic computing power and memory chips rose collectively. The信创ETF基金 (562030), which focuses on the information technology innovation sector, surged 3.52% during the session and is currently up 2.35%, aiming for a second consecutive day of gains.
Among the constituent stocks, Bonree Data led the gains, rising over 12%. Eastcompeace advanced more than 9%, while Biwin Storage Technology Co.,Ltd. climbed over 8%. Stocks such as Longsys, Zhongke Jiangnan, and Baosight Software also followed with increases.
Positive developments emerged from three key segments within the information technology innovation sector: 1. In memory chips, leading company Biwin Storage Technology Co.,Ltd. signed a multi-billion yuan order, indicating continued improvement in industry sentiment. Ping An Securities noted that the storage industry is at a critical upgrade juncture. Overseas cloud computing providers are increasing investments in AI infrastructure, and the expansion of AI training and inference scales is driving absolute shipment growth. The strength and duration of this memory cycle are expected to surpass the previous one. 2. Regarding domestic computing power, the National Data Administration officially translated "Token" as "词元" (Ciyuan). Since March, major domestic cloud service providers Tencent Cloud, Alibaba Cloud, and Baidu Cloud have successively announced price increases, signaling the start of an industry-wide pricing uptrend. Sinolink Securities stated that positive industry momentum will spill over from core chips to areas like AIDC, cloud and computing services, supporting power equipment, and servers. J.P. Morgan pointed out that the explosion in API call volumes is directly driving growth in the domestic computing power industry chain. 3. In cybersecurity, the public testing launch of Tencent's Qclaw has reignited interest in related areas. Notably, NVIDIA's NemoClaw is developing protective mechanisms to enable the safe, large-scale deployment of AI Agents. Hualong Securities indicated that within AI security governance, data encryption, privacy protection, and algorithm explainability and transparency are foundational for the healthy development of the AI industry and are poised for technological breakthroughs.
Guotai Junan Securities highlighted that the information technology innovation sector exhibits three key characteristics: recovering景气度 (prosperity), improving product performance, and leadership from domestic computing power. The current localization rates for hardware and software remain relatively low. Influenced by the "2+8+N" policy framework over the next two years, related orders are expected to accelerate, with segments like domestic computing power potentially driving development across the entire information technology innovation chain.
[Rooted in Self-Reliance, Safeguarding National Security] The信创ETF基金 (562030) and its feeder funds (Class A: 024050; Class C: 024051) passively track the CSI Information Technology Innovation Index. This index covers core segments of the information technology innovation industry chain, including basic hardware, basic software, application software, information security, and peripheral equipment, and is characterized by high growth and high volatility.
Note: The信创ETF基金 (562030) was previously known by the shorter ticker name 信创ETF基金 on the exchange.
Risk Warning: The信创ETF基金 passively tracks the CSI Information Technology Innovation Index. The index's base date is December 29, 2017, and it was launched on December 21, 2012. The composition of the index's constituent stocks is adjusted according to its compilation rules, and its past performance does not indicate future results. The mention of index constituents and individual stocks in this article is for illustrative purposes only; descriptions of individual stocks do not constitute investment advice in any form nor represent the holding information or trading动向 (movements) of any fund managed by the manager. The fund manager assesses this fund's risk rating as R3-Medium Risk, suitable for investors with a Balanced (C3) or higher risk profile. Suitability matching opinions should be based on the selling institution's assessment. Any information appearing in this article (including but not limited to stocks, commentary, forecasts, charts, indicators, theories, and any form of expression) is for reference only, and investors are responsible for any independent investment decisions. Furthermore, any views, analysis, or predictions in this article do not constitute investment advice of any kind to the reader, and no responsibility is taken for any direct or indirect losses resulting from the use of this content. Fund investment carries risks; the past performance of a fund does not indicate its future performance, and the performance of other funds managed by the fund manager does not guarantee the performance of this fund. Invest cautiously.
The MACD golden cross signal has formed, and these stocks are performing well.
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