Mei Ri Jing Ji Xin Wen·2025-06-05 02:27Group 1 - The A-share market is seeing strong performance in sectors such as computers, electronics, and communications, with significant activity in concepts like virtual power plants, snow tourism, rare earths, Kimi, and digital currencies [1] - The Xinchuang ETF (562570) has attracted a net inflow of 1.191 billion yuan over the past five trading days, with a net inflow rate of nearly 270%, indicating heightened investor interest in the Xinchuang sector [1] - Key reasons for the interest in the Xinchuang ETF include its coverage of popular concepts like EDA self-control, holdings in stocks benefiting from the Hongmeng ecosystem, and a DeepSeek content ratio of 48.1%, ranking first among tracked indices [1] Group 2 - China Construction Bank announced a major procurement project involving Kunpeng and Haiguang chip servers, with a total value exceeding 4.4 billion yuan, which may set a benchmark for the financial industry [2] - The period from 2025 to 2027 is viewed as a critical window for Xinchuang upgrades, with expectations of increased domestic replacement in financial institutions as policies advance [2] Group 3 - The Xinchuang ETF (562570) is the largest ETF tracking the CSI Xinchuang Index, which has significant weight from Haiguang Information and Zhongke Shuguang, accounting for over 10% of the index [3] - The Cloud Computing 50 ETF (516630) tracks an index with high AI computing power content, covering sectors like optical modules, computing leasing, data storage, and servers, with Zhongke Shuguang being the sixth-largest weight [3]