AI应用浪潮布局金融场景，金融科技ETF指数(563670)涨近6%

Group 1 - The central bank emphasizes the importance of financial institutions focusing on the "five major articles" to enhance financial technology applications and improve digital service channels, aiming for high-quality financial development and empowering the real economy [1] - Dongwu Securities reports that the industry is experiencing a recovery, with the financial IT industry chain expected to reach a total scale of 9.2 trillion yuan in 2024, marking a 0.5% year-on-year increase after two years of negative growth [1] - The upstream hardware and computing power investments are increasing, with the server industry growing approximately 59% year-on-year to 129.6 billion yuan, which is crucial for the industry's recovery [1] Group 2 - The midstream system integration services are also recovering, with core system renovation projects restarting, leading to a projected 12.3% year-on-year growth in 2024 [1] - Demand from downstream financial institutions remains stable, with banks, insurance, and securities contributing over 95% of the total demand in the industry chain [1] - As of January 14, 2026, the CSI Financial Technology Theme Index (930986) has risen by 6.66%, with significant increases in component stocks such as Lakala (20.02%) and Xinghuan Technology (16.06%) [1] Group 3 - The CSI Financial Technology Theme Index closely tracks the Financial Technology ETF Index, which reflects the overall performance of listed companies in the financial technology sector [2] - As of December 31, 2025, the top ten weighted stocks in the CSI Financial Technology Theme Index include Dongfang Wealth, Tonghuashun, and others, accounting for 51.09% of the total index weight [2]