新修《网络安全法》新增AI安全！信创ETF基金（562030）逆市上探1.2%，冲击8连阳！

Group 1 - The focus is on the performance of the Xinchuang ETF fund (562030), which saw a peak intraday increase of 1.24% and is currently up 0.53%, marking an eight-day consecutive rise [1] - Key constituent stocks include Geer Software hitting the daily limit, Foxit Software rising over 16%, and other significant gains from companies like Xinan Century, Zhiyuan Huilian, and others [1] Group 2 - An important meeting on October 28 approved amendments to the Cybersecurity Law, which will take effect on January 1, 2026, emphasizing enhanced legal responsibilities and penalties for violations, as well as new provisions for AI security and development [3] - The development of the Xinchuang industry is seen as crucial for national security, driven by multiple factors including policy support, ongoing external disturbances, and frequent security incidents [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 [3] Group 3 - The Xinchuang ETF fund tracks the CSI Xinchuang Index, which covers core segments of the Xinchuang industry, including hardware, software, and information security, characterized by high growth and elasticity [5] - Four key investment rationales for the Xinchuang industry include: 1. International dynamics necessitating self-sufficiency due to geopolitical tensions [6] 2. Increased local government debt efforts leading to a potential recovery in government procurement for Xinchuang [6] 3. Technological advancements by domestic manufacturers like Huawei, indicating a rise in market share for domestic software and hardware [6] 4. The timing of Xinchuang initiatives reaching critical milestones with further refinement of procurement standards [6]