海光信息、中科曙光算力“双链融合”,信息技术ETF(562560)盘中溢价

Group 1 - The A-share market experienced fluctuations on June 6, with the information technology ETF (562560) declining by 0.08% as AI computing stocks surged and then retreated [1] - The merger of Haiguang Information and Zhongke Shuguang has attracted significant attention, leading to increased investment in ETFs that hold these stocks, resulting in a doubling of the fund size for the Xinchuang ETF [1] - Shanghai Securities noted that the merger signifies accelerated integration of Zhongke assets, aligning with national strategies to develop leading technology enterprises, and both companies aim to seize new opportunities in the AI-driven information industry [1] Group 2 - The information technology ETF (562560) tracks the CSI All-Share Information Index, with Haiguang Information and Zhongke Shuguang being the 5th and 9th largest constituents, respectively, accounting for nearly 5% of the index [2] - The ETF has over 96% exposure to the electronics and computer sectors, benefiting from themes such as new productivity, overseas expansion, and AI [2]