什么是关键软件？美国为何对此出口管制？科技当自立！信创ETF基金一度涨超3%，大数据产业ETF逆市活跃

Group 1 - The U.S. President announced an additional 100% tariff on Chinese imports starting November 1, along with export controls on "critical software" [1] - Critical software includes operating systems, databases, and various industrial software, highlighting its strategic importance in national security and economic stability [1] - The move is expected to accelerate the domestic production of industrial and foundational software in China, as the country seeks to enhance its self-sufficiency in technology [1][2] Group 2 - The "信创" (Xinchuang) industry is transitioning from policy-driven to a dual-driven approach of policy and market, with significant growth expected in the coming years [2] - By 2026, the market size of the 信创 industry is projected to exceed 2.6 trillion yuan, with growth rates of 17.84% and 26.82% anticipated for 2025 and 2026, respectively [2] - Government procurement standards are being refined to support the replacement of foreign technology with domestic alternatives [2] Group 3 - The domestic software sector is experiencing active trading, with the 信创 ETF fund showing a price increase of over 3.1% at one point, indicating strong buying interest [4] - Key stocks in the sector, such as 华大九天 and 麒麟信安, have seen significant price increases, reflecting investor confidence in the domestic software market [4] - The 大数据产业 ETF is also showing positive performance, with stocks like 中国软件 and 中国长城 experiencing notable gains [6] Group 4 - The 信创 ETF fund tracks the core segments of the 信创 industry, which includes foundational hardware, software, and information security, and is characterized by high growth potential [8] - The current geopolitical climate and the push for self-sufficiency in technology are driving the demand for domestic solutions in the 信创 sector [8] - The 大数据产业 ETF focuses on data centers and cloud computing, with a strong emphasis on companies that are leading in the technology self-reliance movement [9]