Big data-related sectors strengthened in the afternoon session, with sub-sectors such as East Data West Computing, cloud computing, big data, and the digital economy leading the gains. As of the time of writing, the ChiNext Software ETF Fubon (159107) saw an intraday increase of 4.08%, the Big Data ETF Fubon (515400) rose 3.93% intraday, and the Hong Kong Stock Connect Internet ETF Fubon (159792) advanced 2.73% intraday. Among the constituents of the ChiNext Software ETF Fubon, Sangfor Technologies Inc. hit the 20% daily limit up, and Beyondsoft Corporation gained over 11%.
On the news front, the State Council Information Office held a press conference on the 24th, explicitly stating that this year marks the beginning of the 15th Five-Year Plan period and is also the year for unleashing the value of data elements. The next steps involve the National Data Administration accelerating the establishment of a unified national data property rights registration system, promptly issuing policy documents for building an integrated national data market, and coordinating the advancement of data infrastructure systems and construction. These measures aim to resolve the "impossible triangle" between data security, compliance, and efficient circulation, providing solid support for releasing the value of data elements.
The conference also emphasized the continuous empowerment of artificial intelligence innovation and development through data. It called for collaborative efforts to deeply implement a new action plan for building high-quality datasets, focusing on six major initiatives: strengthening foundations and expanding capacity,攻坚 data annotation, improving quality and efficiency, enabling applications, enhancing management services, and unleashing value. Guided by scenario demands, pilot programs will be accelerated to create technically feasible, practical, convenient, and reliable AI-Ready high-quality datasets, promoting both the quantity and quality of China's high-quality dataset supply.
The ChiNext Software ETF Fubon (159107) tracks the ChiNext Software Index (399264), selecting 50 core software companies listed on the ChiNext board. It covers the entire industry chain, including basic software, application software, and IT services, and inherently possesses high volatility characteristics with a 20% daily price limit. Driven by AI empowerment, domestic substitution, and digital transformation policies, the performance flexibility and valuation potential of the constituent companies are highly anticipated.
The MACD golden cross signal has formed, indicating positive momentum for these stocks.
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