Sou Hu Cai Jing·2025-08-22 05:52Group 1 - The technology sector is experiencing significant growth, particularly in the area of data security, with companies like Yuntian Lifei and Zhongke Shuguang seeing substantial stock price increases [1][4] - The development of artificial intelligence (AI) is heavily reliant on three key elements: algorithms, computing power, and data, with high-quality data being crucial for the capabilities of large models [3] - Long-term challenges in AI development include the scarcity and difficulty of accessing high-quality data, which is currently a bottleneck for further advancements in the field [3] Group 2 - The Big Data Industry ETF (516700) is focused on sectors such as data centers, cloud computing, and big data processing, with major holdings in leading companies like Zhongke Shuguang and Keda Xunfei [4] - The Chinese government is promoting a digital economy and accelerating the process of domestic substitution, which is expected to enhance the productivity of digital technologies [5] - The trend towards technological self-reliance is gaining momentum, with the potential for significant advancements in the "Xinchuang" (innovation) sector, particularly in the context of the second phase of Xinchuang 2.0 [5]