信创ETF（159537）跌超2.6%，国产算力板块有望成为市场主线，或可关注回调机会

Group 1 - The core viewpoint of the article highlights the increasing urgency for domestic storage manufacturers to expand production due to a persistent supply-demand gap in traditional storage, driven by overseas manufacturers focusing capital expenditures on high-end storage products like HBM [1] - Changxin Storage has completed its IPO guidance and is experiencing significant growth in DDR5 and LPDDR5 products, with Counterpoint predicting its market share in DDR5 will rise from less than 1% in Q1 to 7% by year-end, and LPDDR5 market share will surge from 0.5% to 9% [1] - The rapid development of advanced process technology aligns with the "14th Five-Year Plan," emphasizing technological self-sufficiency as a key objective, suggesting that the domestic computing power sector is likely to become a market focus [1] Group 2 - The Xinchuang ETF (159537) tracks the Guozhen Xinchuang Index (CN5075), which selects listed companies in the information technology sector, including software development and computer equipment, to reflect the overall performance of securities related to technological innovation [1] - The index covers the entire industry chain from basic hardware to application software, with a focus on manufacturing and information transmission, software services, and features large-cap stocks [1]