AI有望成为信创增量新方向，信创领域核心基础软硬件环节或受益最大

Group 1 - The core viewpoint of the news highlights the recent decline in the domestic software and information technology sector, particularly the significant drop in stocks such as New Wisdom Software, which fell over 10%, and other companies like Deepin Technology and Yonyou Network, which saw declines exceeding 6% [1] - The announcement from Zhongke Shuguang regarding its merger with Haiguang Information is seen as a milestone event in China's information technology innovation (信创) sector, especially in the context of increasing restrictions from the U.S. on Chinese technology [1] - Analysts from Galaxy Securities suggest that this merger represents a strategic move to integrate resources within the industry chain, which is expected to accelerate the upgrade of domestic computing power and information technology innovation, with a new cycle anticipated to begin in 2025 [1] Group 2 - The 信创 ETF (562570) tracks the CSI Information Technology Application Innovation Industry Index, focusing on autonomous and controllable leading companies in cutting-edge sectors such as artificial intelligence, data computing power, industrial software, and information security [2]