Xin Lang Ji Jin·2025-06-27 05:53Group 1 - The technology growth sector showed strong performance, with the ChiNext Index rising over 1%, and the Double Innovation Leader ETF (588330) reaching a peak increase of 1.4% during trading [1] - The constituent stock Longxin Zhongke released a new generation of domestic CPUs, leading to a price increase of over 14%, while companies in computing hardware such as Zhongji Xuchuang and Xinyi Sheng saw increases of nearly 8% and over 5% respectively [1] Group 2 - The electronic sector received a net inflow of 11.461 billion yuan, ranking first among 31 Shenwan primary industries, with a weight of 38.7% in the Double Innovation Leader ETF [2][3] - The communication sector also saw significant net inflows of 7.694 billion yuan, with a rise of 2.29% [3] Group 3 - Key positive news includes the release of a new generation of domestic CPUs by Longxin Zhongke, which does not rely on any foreign authorized technology, and the overall recovery of the electronic sector [5] - The 2025 China AI Computing Power Conference highlighted the changing landscape of AI computing power, with Nvidia's stock reaching a historical high of $3.77 trillion in market capitalization [5] - Analysts predict that the demand for inference computing power will reach 62.2% by 2026, with technologies like liquid cooling and high-speed interconnects becoming investment hotspots [5] Group 4 - The Double Innovation Leader ETF (588330) closely tracks the Sci-Tech Innovation 50 Index, selecting 50 strategic emerging industry companies from the Sci-Tech and ChiNext boards, covering popular themes such as new energy and semiconductors [6] - The ETF provides a low-threshold entry point for investors to access multi-layered capital markets, with the potential to act as a "rebound pioneer" [6]