今日，A股涨跌互现，计算机板块领涨，信创50ETF(560850)收涨超2%。 根据IDC与浪潮信息联合发布的《中国人工智能计算力发展评估报告》，2024年中国智能算力规模达 725.3EFLOPS，同比增长74.1%，远高于同期通用算力增速；市场规模达190亿美元，同比增长86.9%。 预计2025年智能算力规模将达到1037.3EFLOPS，同比增长43%，市场规模也将增长36.2%。在国家"算 力基础设施高质量发展行动计划"推动下，信创相关领域的算力需求将持续释放。 业内机构指出，政策托底+AI赋能+国产替代刚需，共同构建信创产业的"黄金三角"。AI商业化不仅为 信创提供应用场景和市场空间，更通过技术平权降低生态门槛，加速国产化从党政军向全行业渗透。当 前，金融、政务领域的信创订单已进入爆发期，叠加AI推理算力国产化机遇，建议重点关注核心硬件 （服务器/芯片）和场景化软件企业。 截至收盘，信创50ETF(560850)标的指数成分股多数飘红：致远互联上涨10.85%，泛微网络、用友网络 涨停，浪潮信息、金山办公等个股跟涨。 根据华创证券数据，中证信创指数的DeepSeek概念股权重高达48.1%，在全市 ...

Group 1 - A-shares experienced a significant afternoon rally, with Software 50 ETF (159590) rising over 2% and having net inflows on 2 out of the last 5 days [1] - Digital currency concepts surged, influenced by a government notice promoting high-level institutional reforms in free trade zones, including measures for digital trade and risk prevention [3] - The EDA software market in China is dominated by three major suppliers, which accounted for approximately 82% of the market share last year, following the U.S. decision to lift licensing requirements for these companies [4] Group 2 - The Software 50 ETF closely tracks the CSI Software Index, which includes 50 stocks with a focus on application software (67% weight), AI-related fields (over 15%), and information security (10%) [4] - The DeepSeek concept stocks within the CSI Xinchuang Index have a weight of 48.1%, indicating a strong correlation with the "domestic substitution" trend in the market [5] - The computer industry is expected to see steady revenue growth by Q2 2025, with a focus on AI applications and computing power as key growth areas [4]

| 30分 60分 日 周 月 更多 | 综合屏 F9 前复权 超级叠加 画线 工具 砂 | 2 软件50ETF | | 159590 | | --- | --- | --- | --- | --- | | 06/16 收 1.023 幅 2.20%(0.022) 开 0.999 高 1.023 低 0.998 均 1.016 量 17.18万 换 7.30% 振 2.50% 额 1745万 | | 023 | | +0.022 +2.20% | | 1.013J MA60 1.034J MA120 1.063J | 2024/11/06-2025/06/16(147日)▼ | | | | | | | .290 | SZSE CNY 14:11:45 交易中 | 1 . . + | | | | 净值走势 | | 汇添富中证全指软件ETF | | | | 製化 | 40.78% 委差 | 36042 | | | | 卖五 | 1.027 | 1368 | | | | 英品 | 1.026 | 4181 | | | | 1.210 | 1.025 | 8161 | | | | | 1.024 | 8453 | | ...

Core Viewpoint - The news highlights the strong performance of the Zhongzheng Information Technology Application Innovation Industry Index and its constituent stocks, driven by the acceleration of the "Xinchuang" (信创) projects and supportive government policies, indicating a significant growth potential in the industry by 2025 [1][4]. Group 1: Market Performance - As of April 9, 2025, the Zhongzheng Information Technology Application Innovation Industry Index rose by 3.75%, with key stocks like Qilin Xinan (麒麟信安) increasing by 10.65% and Huada Jiutian (华大九天) by 9.48% [1]. - The Xinchuang 50 ETF (信创50ETF) saw a mid-day increase of over 4%, currently up by 3.94%, with a latest price of 1.24 yuan [1]. - Over the past three months, the Xinchuang 50 ETF has accumulated a rise of 5.96% [1]. - The ETF recorded a turnover rate of 7.4% with a transaction volume of 18.56 million yuan [1]. - In the past week, the Xinchuang 50 ETF's shares increased by 7 million, ranking first among comparable funds [1]. Group 2: Industry Outlook - Dongxing Securities notes that the acceleration of Xinchuang projects and the introduction of special funds will enhance industry standardization, with significant growth expected in 2025 [4]. - The industry scale is projected to reach 2.34 trillion yuan by 2025, with a record high growth rate, driven by the implementation of the "2+8+N" system [4]. - The Ministry of Industry and Information Technology's recent "Anke" (安可) evaluation results have established a regular release mechanism, promoting marketization and standardization in the Xinchuang sector [4]. Group 3: Investment Recommendations - The institution suggests focusing on three main investment lines: leading companies in various sub-sectors of the Xinchuang ecosystem, sectors with urgent self-control demands and favorable domestic competition, and key participants in the Huawei supply chain [5]. - The Xinchuang 50 ETF tracks the Zhongzheng Xinchuang Index, covering sectors such as computer software (41%), cloud services (22%), computer equipment (19%), semiconductors (14%), and industrial internet (5%) [5]. - The DeepSeek concept stocks within the Zhongzheng Xinchuang Index have a weight of 48.1%, leading among all market ETF tracking indices [5].