海光信息、中科曙光重组事件助推信创热度，国产替代大有可为

Group 1 - The core event involves the merger plan between Haiguang Information and Zhongke Shuguang, which aims to enhance their competitive capabilities in the chip and data center infrastructure sectors [1] - The merger is expected to create synergies by combining Haiguang's chip technology with Zhongke's infrastructure resources, thereby improving the resilience of the supply chain and accelerating the development of the computing power industry ecosystem [1] - Following the announcement, the Xinchuang ETF saw significant inflows, totaling over 2.2 billion yuan from May 26 to June 9, increasing its scale from approximately 400 million yuan to 2.7 billion yuan [1] Group 2 - The Xinchuang industry is gaining attention beyond the merger, with recent developments such as DeepSeek and the release of Hongmeng computers contributing to its momentum [2] - The Zhongzheng Information Technology Application Innovation Index focuses on leading companies in the Xinchuang sector, covering areas like artificial intelligence, data computing, and information security [2] - As of June 9, the top ten weighted stocks in the index accounted for 47.72% of the total weight, with the Xinchuang ETF being the largest ETF tracking this index [2]