超400亿主力资金狂涌！信创ETF基金（562030）一度冲击涨停，创历史新高！为何政策能强力刺激信创板块？

Group 1 - The computer sector led the market on January 14, with a net inflow of over 40 billion yuan, making it the top sector for capital absorption [1][9] - The Xinchuang ETF (562030), which has over 80% of its weight in the computer sector, saw its price rise by over 9.5%, closing up 5.35%, reaching a new high since its listing, with a trading volume of 83.76 million yuan, a 671% increase compared to the previous period [1][11] - The Xinchuang ETF frequently appeared in premium zones, with a closing premium rate of 0.40%, indicating strong buying interest and significant capital inflow [3][11] Group 2 - Notable stocks in the sector included Youfu Network (limit up), Xinghuan Technology (up over 11%), Zhuoyi Information (up over 9%), Baiwei Storage (up over 7%), and Puyuan Information (up nearly 5%), all reaching historical highs [5][13] - The Ministry of Industry and Information Technology issued a plan for the high-quality development of industrial internet platforms (2026-2028), which aligns with the recent "AI + manufacturing" initiative, providing continuous policy support for the Xinchuang sector [5][13] - The urgency of policy deadlines, with key targets set for 2027-2028, resonates with the expectation of a complete replacement in Xinchuang by 2027, reinforcing market confidence in accelerated order releases over the next 2-3 years [5][13] Group 3 - The Xinchuang sector is characterized by a recovery in prosperity, product performance improvements, and leadership in domestic computing power, with low current rates of hardware and software localization [6][14] - The Xinchuang ETF and its linked funds track the CSI Xinchuang Index, covering core segments of the Xinchuang industry chain, which includes basic hardware, software, application software, information security, and external devices, indicating high growth and elasticity [8][16] - The emphasis on "safe and reliable supply" and "key technologies" in policies directly addresses the core demand for self-control in Xinchuang, making this logic more urgent in the current international technological competition environment [5][14]