Group 1 - The focus on the self-controllable information technology sector has led to a strong performance of the Xinchuang ETF (562570), with a nearly 1% increase and a trading volume approaching 300 million yuan [1] - The investment enthusiasm in the Xinchuang sector is driven by several key factors, including the rise of stablecoins, which necessitate highly secure and self-controllable information technology to avoid reliance on foreign technology [1] - The restriction on EDA tool exports from the US has provided a valuable opportunity for domestic EDA companies like Huada Jiutian and Gai Lun Electronics to enhance their capabilities through mergers and acquisitions [1] Group 2 - The strategic restructuring of domestic computing power leaders Haiguang Information and Zhongke Shuguang may initiate a wave of mergers and acquisitions, transforming the competitive landscape of domestic semiconductor equipment companies [2] - The Xinchuang ETF (562570) tracks the CSI Xinchuang Index, which covers core segments of the Xinchuang industry chain, including basic hardware, software, information security, and external devices [2] - Investors are encouraged to pay attention to the Xinchuang ETF, while being cautious of potential tracking deviation risks due to the suspension of weight stocks [2]