Core Viewpoint - The main investment theme in the technology sector for 2026 is expected to be driven by AI data center construction, with high growth in AI computing power demand [1] Group 1: Industry Trends - The storage industry is entering a "super cycle" driven by AI, with significant growth in demand for HBM4e and new storage systems like Context Memory Storage System [1] - 2026 may be recognized as the "physical AI year," where humanoid robots are anticipated to surpass smart electric vehicles as the most notable hardware form, with China's electronic supply chain having a first-mover advantage in core robot components [1] Group 2: Technological Advancements - In smart hardware, significant progress has been made in core technologies such as micro-displays and optical waveguides, with market expectations for the launch of Android XR ecosystem products to drive a new cycle [1] - Cloud cameras have entered a popularization phase, becoming a new growth segment in the market [1] Group 3: ETF Overview - The Xinchang ETF (159537) tracks the Guozheng Xinchang Index (CN5075), which selects listed companies involved in software development and computer equipment to reflect the overall performance of securities related to information technology innovation [1]
信创ETF（159537）涨超1%，行业技术演进与需求复苏受关注
Mei Ri Jing Ji Xin Wen·2026-01-16 06:49