TMT板块悉数下跌，算力板块重挫，信创ETF（562570）午后一度跌近4%

Core Viewpoint - The A-share market experienced a significant decline in the afternoon of June 10, particularly in the computer, electronics, and communication sectors, while the rare earth sector saw a notable increase. The downturn in the computer sector affected various ETFs, with the Xinchang ETF and Cloud Computing 50 ETF both experiencing declines [1][2]. Group 1: Market Performance - The A-share market saw a sharp drop in the afternoon, with the computer, electronics, and communication sectors leading the decline [1]. - The Xinchang ETF (562570) fell nearly 4%, while the Cloud Computing 50 ETF (516630) dropped over 2% [1]. - Key stocks such as Deepin Technology, Fanwei Network, and Yonyou Network were among the biggest losers in these ETFs [1]. Group 2: Sector Analysis - Huachuang Securities believes the computer sector has entered a rebound phase, emphasizing a buying window in June and July [1]. - Recent developments in the computer sector include Kunlun Wanwei's Tian Gong super-intelligent agent outperforming OpenAI Research, and the announcement of a merger between Haiguang Information and Zhongke Shuguang to create a leading domestic computing platform [1]. - The release of DeepSeek R10528 and the completion of capital increase for Kirin Software by China Software are also significant events indicating growth in the sector [1]. Group 3: ETF Information - The Xinchang ETF (562570) tracks the CSI Information Technology Application Innovation Industry Index, focusing on autonomous and controllable leading companies in AI, data computing, industrial software, and information security [2]. - The Cloud Computing 50 ETF (516630) tracks the Cloud Computing Index, which has a high AI computing content and covers popular computing concepts such as optical modules, computing leasing (IDC), data storage, and servers [2].