BONC(SZ:300166) Sou Hu Cai Jing·2025-08-06 05:44Group 1 - The IT service sector is experiencing active performance, with stocks like Dongfang Guoxin hitting the daily limit, Qianfang Technology rising over 8%, and Zhuoyi Information increasing by more than 7% [1] - The launch of the open-source CANN hardware enabling platform and Mind series application enabling suite at the Ascend Computing Industry Development Summit signifies a breakthrough in technology barriers, allowing developers to explore hardware potential and customize solutions [3] - The publication of the "CANN Open Source Open Ecology Co-construction Initiative" aims to unite various industry forces to collaboratively explore technological boundaries, marking a significant milestone for China's AI industry towards open collaboration [3] Group 2 - The domestic technology sanctions from overseas since 2018 have accelerated the need for domestic companies to innovate, emphasizing the urgency of developing the Xinchuang industry to maintain stability under external pressures [3] - The Xinchuang industry is transitioning from policy-driven to a dual-driven approach of policy and market, with significant growth expected in market size, projected to reach over 2.6 trillion yuan by 2026, with growth rates of 17.84% and 26.82% in 2025 and 2026 respectively [4] - The Xinchuang ETF fund (562030) tracks the CSI Xinchuang Index, covering key segments of the Xinchuang industry, and is characterized by high growth and elasticity, driven by geopolitical tensions and the need for self-sufficiency in technology [6]