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信创板块热度持续飙升,信创ETF易方达(159540)标的指数“海光信息+中科曙光”权重较高,有望冲击三连阳
603019Sugon(603019) 每日经济新闻· Mei Ri Jing Ji Xin Wen·2025-06-05 04:49

Group 1 - The core viewpoint of the news highlights the rising interest in the Xinchuang sector, driven by significant events such as the merger of Haiguang Information and Zhongke Shuguang, with the E Fund Xinchuang ETF (159540) tracking the National Index of Information Technology Innovation showing continuous gains and potential for a three-day rise [1] - On May 26, Haiguang Information announced plans to merge with Zhongke Shuguang through a combination of share issuance and cash payment, with Haiguang being a leader in domestic CPU and AI chips, while Zhongke focuses on servers, storage, and cybersecurity equipment [1] - The merger is expected to accelerate domestic substitution due to technology integration, optimizing product performance and production efficiency, particularly in AI server production and related components [1] - The integration is anticipated to promote the industry's shift towards a "chip + computing power ecosystem" model, enhancing the overall computing ecosystem as demand for domestic models increases [1] Group 2 - The National Index of Information Technology Innovation selects companies from the Shanghai, Shenzhen, and North exchanges that operate in foundational hardware, software, application software, and information security, reflecting the price changes of securities in the information technology innovation sector [2] - Investors can also access investment opportunities in the Xinchuang sector through the E Fund National Index of Information Technology Innovation Theme ETF linked funds (A/C: 020403/020404) [2]