上行马达启动？信创ETF基金（562030）盘中拉升1.5%，冲击3连阳！亚信安全领涨超9%！

Group 1 - The focus on the self-controllable information technology sector is highlighted by the active performance of the Xinchuang ETF fund (562030), which saw a peak increase of 1.55% and is currently up 1.16%, aiming for a three-day consecutive rise [1] - Among the constituent stocks, AsiaInfo Security showed the strongest performance with a rise of 9.86%, followed by Jiangbolong and Geer Software with increases of 5.69% and 4.27% respectively [1] - Chengdu Huami experienced the largest decline at 1.63%, while Yonyou Network and Yuntian Lifei showed relatively weaker performance with declines of 0.38% and 0.21% respectively [1] Group 2 - The 8th GAIR Global Artificial Intelligence and Robotics Conference recently held in Shenzhen focused on the new decade of AI computing power development, emphasizing the critical role of software ecology in heterogeneous computing for power release [3] - According to招商证券, the computer industry saw a performance turning point in Q3 2025, with a significant increase in per capita non-net profit, indicating a trend of improved industry efficiency [3] - The Xinchuang sector continues to exceed expectations, with its replacement scope extending from party and government to core government systems and key industry applications, further expanding the industrial chain [3] Group 3 - The Xinchuang ETF fund and its linked funds track the CSI Xinchuang Index, covering core segments of the Xinchuang industry chain, including hardware, software, application software, information security, and external devices, characterized by high growth and elasticity [6] - Four key investment logic points for the Xinchuang industry are identified: geopolitical disturbances increasing the urgency for self-control, enhanced local government procurement, breakthroughs in new technologies by domestic manufacturers like Huawei, and the critical timing for procurement standards [6] - The investment in the Xinchuang sector can focus on three main lines: leading companies in the mainstream Xinchuang ecosystem, urgent demand in specific fields like domestic computing ecology and industrial software, and Huawei's role as a core participant in the industry chain [5][6]