LCXX(SZ:000977) Xin Lang Ji Jin·2025-09-25 03:23Group 1 - The big data industry ETF (516700) focused on data security has seen a significant increase, with a peak intraday rise of 4.41% and a current rise of 3.6%, reaching the highest point since June 2023 [1] - Key stocks in the ETF include Tianxiaxiu, Inspur Information, and Yonyou Network, which have all hit the daily limit, while other stocks like Runze Technology, Yidian Tianxia, and Tuolisi have risen over 5% [1] Group 2 - The National Market Supervision Administration and the National Standardization Administration have released the "Data Security Technology Social Responsibility Guidelines," effective from March 1, 2026, focusing on data security and personal information protection [3] - This guideline serves as the first national standard in China addressing social responsibility in data security, providing comprehensive practical guidance for organizations in data processing activities [3] - The document aims to address the need for systematic operational guidelines and clear boundaries of responsibility in the implementation of data security laws and regulations [3] Group 3 - Huaxi Securities highlights the challenges faced by traditional security paradigms due to the rapid iteration of AI technologies and large models, emphasizing the need for a "trustworthy, controllable, and secure" digital foundation [4] - The integration of data and AI is seen as a critical task, particularly in sectors such as industry, education, healthcare, finance, and law, where security and reliability testing are essential [4] Group 4 - The big data industry ETF (516700) passively tracks the CSI Big Data Industry Index, focusing on sectors like data centers, cloud computing, and big data processing, with major holdings in leading companies such as Zhongke Shuguang, Keda Xunfei, and Unisplendour [5] - Investors interested in technology self-reliance should pay attention to three catalysts: the call for "technology to take the lead," the activation of digital productivity through top-level design, and the acceleration of the domestic substitution process [5] - The trend of "信创" (Xinchuang) is expected to accelerate, indicating a promising outlook for technology self-reliance [5]