Today (August 22), the technology self-reliance sector witnessed strong gains! Yuntian Lifei hit the 20CM daily limit, while Dawning Information Industry Co.,Ltd. and Tianrongxin secured 10CM limit-ups. Among popular ETFs, the Big Data Industry ETF (516700), which focuses on data security, saw its intraday price surge nearly 4%, currently up 3.4% with trading volume exceeding 20 million yuan, demonstrating active trading activity!
It's worth noting that in artificial intelligence development, algorithms, computing power, and data constitute the three critical elements, with linguistic data determining the ceiling of large model capabilities. High-quality linguistic data provides rich training materials for models, enabling algorithms to learn and understand complex language patterns and semantic structures.
Changjiang Securities believes that currently, China's large model computing power and algorithmic capabilities have significantly improved, but the "difficulty in supply, circulation, and usage" of large volumes of high-quality linguistic data has become a bottleneck for further AI development in China. As the National Data Bureau initiates high-quality dataset construction work, the severe shortage of high-quality linguistic data supply is expected to ease. Meanwhile, as large models accelerate deployment, data value may be further explored. The firm recommends focusing on manufacturers with high-quality data resources.
Huaxi Securities believes that as AI technology and large models accelerate iteration, traditional security paradigms face challenges. The deep integration of data and artificial intelligence not only brings efficiency and model transitions but also makes the construction of "trustworthy, controllable, and secure" digital infrastructure an urgent need of the times. Conducting safety and reliability testing for capabilities demonstrated in industrial, educational, medical, financial, legal and other scenarios is currently the primary and critical important task. Related solutions continue to deepen their layout in the AI+security field, with broad market potential.
【Data Security Reigns Supreme, Technology Self-Reliance and Strength】
The Big Data Industry ETF (516700), focusing on the data security sector, passively tracks the CSI Big Data Industry Index, with heavy positions in data centers, cloud computing, big data processing and other segments. Its weighted stocks include leading companies such as Dawning Information Industry Co.,Ltd., iFLYTEK, Tsinghua Unigroup, Inspur Information, China Great Wall, China Software, among others. Investors optimistic about technology self-reliance may focus on these three catalytic aspects:
1. High-level calls for "technology to lead the charge," with new quality productive forces expected to break through; 2. Top-level design for Digital China, activating digital productivity and accelerating domestic substitution processes; 3. Riding the wave of信创 (innovation and entrepreneurship in information technology), with 信创 2.0 expected to accelerate, offering broad prospects for technology self-reliance and control.
Images and data in this article are sourced from Shanghai and Shenzhen stock exchanges.
Risk Warning: The Big Data Industry ETF passively tracks the CSI Big Data Industry Index, with a base date of December 31, 2012, and published on October 18, 2016. The index constituent stock composition is adjusted according to the index compilation rules, and its backtesting historical performance does not indicate future index performance. Individual stocks mentioned in this article are for display purposes only and do not constitute any form of investment advice, nor represent holding information or trading activities of any fund under management. The fund manager evaluates this fund's risk level as R3-medium risk, suitable for balanced (C3) and above investors. Suitability matching opinions are subject to sales institutions. Any information appearing in this article (including but not limited to individual stocks, comments, predictions, charts, indicators, theories, any form of expression, etc.) is for reference only, and investors must be responsible for any autonomous investment decisions. Furthermore, any views, analyses, and predictions in this article do not constitute investment advice to readers in any form, nor bear any responsibility for direct or indirect losses caused by using the content of this article. Fund investment carries risks, and past performance does not represent future performance. The performance of other funds managed by the fund manager does not guarantee this fund's performance. Fund investment requires caution.
MACD golden cross signal formed, these stocks show good upward momentum!
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