信创ETF基金(562030)

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ETF盘中资讯|新一代中国操作系统——银河麒麟V11正式发布!信创ETF基金(562030)随市回调,资金迎逢跌布局机会?
Sou Hu Cai Jing· 2025-08-26 07:00
聚焦信息技术自主可控领域的信创ETF基金(562030)及其联接基金(A类:024050;C类:024051)被动跟踪的中证信创指数,覆盖基础硬件、基础软 件、应用软件、信息安全、外部设备等信创产业链核心环节,指数具备高成长、高弹性特征,当前形势下,重点关注信创产业的四重投资逻辑: 1、国际形势:地缘政治扰动,逆全球化趋势加剧,自主可控需求迫切,从国家安全、信息安全、产业安全的角度来讲,信创领域,均有国家大力扶持和企 业加速发展的必要性; 本文图片、数据来源于沪深交易所。 今日(8月26日)市场盘整,重仓软件开发行业的信创ETF基金(562030)在水面附近震荡,场内价格现跌0.34%,成份股方面,云天励飞跌超6%,海光信 息跌逾5%,跌幅居前;天融信、广联达涨停,麒麟信安涨超8%,卓易信息涨逾3%,涨幅居前。 消息面上,8月26日,全新一代中国操作系统——银河麒麟操作系统V11在2025中国操作系统产业大会正式发布。这款系统使用了全新磐石架构,操作体 验、安全性和生态丰富度大幅提升。 业内人士表示,作为首个突破百万生态的国产操作系统,银河麒麟的生态成熟度国内领先,与国产主流CPU、GPU及板卡实现全面兼容, ...
新一代中国操作系统——银河麒麟V11正式发布!信创ETF基金(562030)随市回调,资金迎逢跌布局机会?
Xin Lang Ji Jin· 2025-08-26 06:59
今日(8月26日)市场盘整,重仓软件开发行业的信创ETF基金(562030)在水面附近震荡,场内价格 现跌0.34%,成份股方面,云天励飞跌超6%,海光信息跌逾5%,跌幅居前;天融信、广联达涨停,麒 麟信安涨超8%,卓易信息涨逾3%,涨幅居前。 业内人士表示,作为首个突破百万生态的国产操作系统,银河麒麟的生态成熟度国内领先,与国产主流 CPU、GPU及板卡实现全面兼容,构建起完整的国产化生态体系。已在嫦娥探月、天问探火等国家重大 工程中发挥支撑作用,在政务领域保持较高覆盖率,同时在金融、能源、教育、医疗等行业实现长期规 模化应用。目前,银河麒麟操作系统已部署超1600万套。 本文图片、数据来源于沪深交易所。 2、宏观层面:地方化债力度加码,政府信创采购有望回暖; 3、技术层面:以华为为代表的国产厂商实现新技术突破,看好国产软硬件市场份额攀升; 4、把握节奏:信创推进到达关键时间节点,采购标准进一步细化。 东莞证券指出,信创产业按照"2+8+N"节奏稳步推进,正从政策驱动转向政策+市场双驱动。随着2027 年全面替代节点临近,党政信创向县乡级下沉,行业信创在金融、能源等领域加速渗透,预计2025- 2026年市 ...
缘何狂飙?DeepSeekv3.1对信创有何影响?信创ETF基金(562030)猛拉4.8%,中科曙光登顶A股吸金榜
Xin Lang Cai Jing· 2025-08-22 04:36
Core Viewpoint - The release of DeepSeek-V3.1 marks a significant advancement in the field of intelligent computing, with implications for the domestic computing industry and related sectors [1] Group 1: Impact on Computing Infrastructure Suppliers - The launch of DeepSeek-V3.1 enhances the capabilities of domestic computing infrastructure suppliers, exemplified by Zhongke Shuguang's successful adaptation of the DeepSeek V3/R1 model with Haiguang DCU, which is a crucial step in promoting domestic computing development [1] - The liquid cooling technology implemented by Zhongke Shuguang can achieve a Power Usage Effectiveness (PUE) improvement, further supporting efficient computing solutions [1] Group 2: Vertical Application Collaborations - Kingsoft Office has integrated the DeepSeek-Writer API into its WPS intelligent writing feature, resulting in a threefold increase in document generation efficiency and a 90% reduction in error rates [1] - The collaboration between software and hardware optimizes computing efficiency, enabling large-scale applications in finance, healthcare, and industrial sectors, ultimately creating a positive cycle of "technological autonomy-ecosystem collaboration-commercial closure" [1] Group 3: Industry Trends and Government Support - The Xinchuang industry is transitioning from a policy-driven approach to a dual-driven model of policy and market, with significant advancements expected as the 2027 full replacement deadline approaches [1] - The focus on information technology autonomy and security is being supported by national policies, with local government procurement in the Xinchuang sector anticipated to recover [1] - Domestic manufacturers, represented by Huawei, are achieving breakthroughs in new technologies, which is expected to increase the market share of domestic software and hardware [1]
ETF盘中资讯|超170亿主力资金狂涌!信创ETF基金(562030)半日猛拉3.75%!AI应用亟需自主可控,用友网络涨停!
Sou Hu Cai Jing· 2025-08-18 05:27
Group 1 - The core viewpoint of the news highlights a significant surge in the performance of the Xinchuang ETF fund (562030), driven by strong market interest in the software development sector, with a notable 3.75% increase in intraday price and substantial gains in constituent stocks such as Yonyou Network and Zhongwang Software [1][3] - Over 17 billion yuan of main capital flowed into the computer sector, leading to a net inflow of 172 billion yuan, making it the top-performing sector among 31 primary industries [3] - The Xinchuang ETF fund's primary index heavily invests in the computer sector, with a weight of 94.2% as of August 15 [3] Group 2 - The 2025 Global Business Innovation Conference, hosted by Yonyou Network, focused on the theme of "AI Implementation in Enterprises," discussing challenges and pathways for AI applications, along with innovative products and solutions [5] - Yonyou announced a significant upgrade to its enterprise software and intelligent service platform, Yonyou BIP, emphasizing its core advantages of "AI × Data × Process" to transform traditional software into intelligent business partners [5] - The Xinchuang industry is transitioning from policy-driven to a dual-driven approach of policy and market, with significant growth expected in the market size, projected to exceed 2.6 trillion yuan by 2026 [6] Group 3 - The Xinchuang ETF fund and its related funds track the Zhongzheng Xinchuang Index, which encompasses key segments of the Xinchuang industry chain, including hardware, software, application software, and information security, characterized by high growth and elasticity [8] - The current geopolitical climate and the trend towards self-sufficiency in technology have intensified the demand for Xinchuang solutions, supported by government initiatives and corporate development [8] - The macroeconomic environment is expected to bolster government procurement in the Xinchuang sector, with local debt efforts being intensified [9]
超170亿主力资金狂涌!信创ETF基金(562030)半日猛拉3.75%!AI应用亟需自主可控,用友网络涨停!
Xin Lang Ji Jin· 2025-08-18 05:19
8月18日,重仓软件开发行业的信创ETF基金(562030)场内价格半日猛拉3.75%,成份股方面,用友 网络涨停,中望软件涨超10%,赢时胜涨逾8%,概伦电子、亚信安全涨超6%。 | ู้ | . | | | | ้ | | | | ี | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 200 8日 1分 5分 15分 30分 60分 日 周 月 夏8 562030 图图图图图图图图 11:29 6 1.080 图数 0.039(3.75%) 896 1.063 版权图 30 10WN 1.0000 | | 19 盘前盘版 盘加 九时 图线 工具 @ 0 > | 2025/08/18 | | 维创ETF基金 O 1.080 | | | 562030 +0.039 +3.759 | | 20 22 4 | 1.072 | | | | | SSE CNY 11:29:56 ID:MIP | | | 280 | | | | | | | 3.02% | 净值发购 | | 华宝中证信息技术应用创新产业(T | | | | Nonal ...
ETF盘中资讯|金融AI论坛来袭!华为将发布突破性成果,聚焦信息技术自主可控的——信创ETF基金(562030)盘中涨超1%
Sou Hu Cai Jing· 2025-08-11 02:51
Group 1 - The focus on the self-controllable information technology sector is driving the performance of the Xinchuang ETF fund, with significant gains in constituent stocks such as Dongfang Guoxin and Electric Science Network Security [1][6] - Huawei is set to release breakthrough technology in AI reasoning on August 12, which may reduce China's reliance on HBM technology and enhance domestic AI model performance [3] - The Xinchuang industry is transitioning from policy-driven to a dual-driven approach of policy and market, with significant growth expected in the market size by 2026 [4] Group 2 - The Xinchuang ETF fund tracks the CSI Xinchuang Index, which covers key areas of the Xinchuang industry chain, indicating high growth and elasticity potential [6] - The geopolitical landscape and the need for self-controllability are increasing the urgency for development in the Xinchuang sector, supported by government initiatives [6] - The introduction of high-performance AI storage by Huawei is expected to significantly improve data loading times and computational efficiency [3]
华为昇腾峰会召开!东方国信20CM涨停,IT服务概念股强势领涨,信创ETF基金(562030)盘中拉升1.2%
Xin Lang Ji Jin· 2025-08-06 05:36
Group 1 - IT service concept stocks showed active performance on August 6, with Dongfang Guoxin hitting the daily limit up of 20%, Qianfang Technology rising over 8%, and Zhuoyi Information increasing by more than 7% [1] - The CANN hardware enabling platform and Mind series application enabling suite were announced at the Ascend Computing Industry Development Summit, promoting open-source initiatives and collaboration within the AI industry [3] - The urgency for domestic companies to accelerate technological innovation in the face of ongoing foreign technology sanctions has been emphasized, highlighting the importance of self-controllable development in the Xinchuang industry [3][4] Group 2 - The Xinchuang industry is transitioning from policy-driven to a dual-driven model of policy and market, with significant growth expected in market size, projected to reach over 2.6 trillion yuan by 2026 [4] - The Xinchuang ETF fund (562030) tracks the CSI Xinchuang Index, which covers key segments of the Xinchuang industry, indicating high growth and elasticity potential [6] - Four investment logic points for the Xinchuang industry include the urgent need for self-control due to geopolitical tensions, increased government procurement, breakthroughs in domestic technology, and the critical timing for procurement standards [6]
OpenAI、谷歌列入美国政府采购名单!国产替代势在必行!信创ETF基金(562030)聚焦信息技术自主可控领域
Xin Lang Ji Jin· 2025-08-06 02:08
Group 1 - OpenAI, Google, and Anthropic have been included in the U.S. government's AI supplier list, facilitating the adoption of enterprise AI technologies across federal agencies [1] - Nvidia's computing chips have been reported to have serious security issues, particularly affecting data center operations in China, prompting the Chinese government to engage with Nvidia to ensure network and data security [1] - The Chinese government is pushing for domestic alternatives in computing infrastructure, benefiting local chip manufacturers like Huawei's Ascend series [1] Group 2 - China Unicom has initiated a server procurement tender, with a projected domestic product ratio exceeding 90% by 2025, indicating a significant increase from previous levels [1] - The "Xinchuang" sector is experiencing a recovery, with an increase in the number and scale of tenders, reflecting positive growth in the industry [1] - The Xinchuang industry is transitioning from policy-driven to a dual-driven model of policy and market, with significant growth expected in market size by 2026 [2] Group 3 - The Xinchuang ETF fund is focused on the self-controlled information technology sector, tracking the CSI Xinchuang Index, which covers key areas of the Xinchuang industry [6] - The investment logic for the Xinchuang sector includes geopolitical factors, increased local government debt efforts, technological breakthroughs by domestic manufacturers, and the refinement of procurement standards [7]
ETF日报|8月行情怎么看?清洗浮筹+倒车接人?创业板人工智能ETF(159363)获资金净申购8000万份!
Sou Hu Cai Jing· 2025-08-01 14:35
Market Overview - On August 1, A-shares experienced a slight pullback with the three major indices declining, while the overall market saw more stocks rising than falling. The trading volume in the Shanghai and Shenzhen markets was 1.60 trillion yuan, a significant decrease of 337.7 billion yuan from the previous day [1] - The market is currently witnessing a mixed performance, with the photovoltaic sector receiving multiple favorable policies, including the Ministry of Industry and Information Technology's issuance of the "2025 Annual Special Energy Supervision Task List for the Polycrystalline Silicon Industry" [1] Sector Highlights Renewable Energy - The Green Energy ETF (562010) was active throughout the day, closing up 0.68% [2][1] AI Sector - The AI sector is gaining attention following the State Council meeting on July 31, which emphasized the implementation of the "Artificial Intelligence +" initiative. The Entrepreneurial Board AI ETF (159363) saw a net subscription of 80 million units, indicating strong investor interest [1][11] - The AI application sector showed resilience, with significant gains in stocks like Wanjing Technology, which surged over 11% [11] Banking Sector - The Banking ETF (512800) rose by 0.59%, with a trading volume of 9.85 billion yuan. Agricultural Bank of China reached a new high, marking a positive sentiment in the banking sector [4][6] - Several banks reported positive mid-year earnings forecasts, with all five banks that released preliminary reports showing positive growth in net profit [8] Defense and Military - The Defense and Military ETF (512810) experienced a decline, dropping to a low of 2.2% but remained actively traded, indicating strong buying interest despite the drop [17][19] - The upcoming military parade is expected to generate interest in the sector, with potential for a rebound as geopolitical tensions continue to support military trade [19][20] Investment Trends - The market is expected to maintain a "slow bull" trend through 2025, driven by policies supporting technology, green development, and infrastructure investments [3] - The banking sector is anticipated to recover as economic conditions improve, with a focus on long-term valuation recovery despite short-term fluctuations [9][10] - The AI sector is projected to continue attracting investment due to increasing demand for computing power and applications, supported by favorable policy developments [15][16]
8月行情怎么看?清洗浮筹+倒车接人?创业板人工智能ETF(159363)获资金净申购8000万份!
Xin Lang Ji Jin· 2025-08-01 11:53
Market Overview - On August 1, A-shares experienced a slight pullback with the three major indices declining, while the overall market saw more stocks rising than falling. The trading volume in Shanghai and Shenzhen reached 1.60 trillion yuan, a significant decrease of 337.7 billion yuan from the previous day [1][2] - Analysts predict that the market may experience a "first suppress then rise" trend in August, maintaining an upward trajectory despite short-term fluctuations [2][3] Sector Highlights Renewable Energy - The photovoltaic sector received multiple positive developments, including the Ministry of Industry and Information Technology issuing a special energy conservation inspection task list for the polysilicon industry for 2025. The green energy ETF (562010) saw a price increase of 0.68% [1] Artificial Intelligence - The State Council meeting on July 31 emphasized the implementation of the "Artificial Intelligence +" initiative, boosting investor confidence in AI applications. The entrepreneurial board AI ETF (159363) saw a net subscription of 80 million units throughout the day, indicating strong market interest [1][12] - The entrepreneurial board AI index outperformed the broader market, gaining 3.98% in the past week, while the entrepreneurial board index fell by 0.74% [15] Banking Sector - The banking sector showed resilience with the bank ETF (512800) rising by 0.59% amid a broader market decline. Several banks reported positive mid-year earnings forecasts, with all five banks that released reports showing positive growth in net profit [4][5][8] - The overall revenue and net profit decline for listed banks is expected to narrow, with predictions of a 0.9% decrease in revenue and a 0.5% decrease in net profit year-on-year [6] Defense and Military - The defense and military sector unexpectedly declined on August 1, with the ETF (512810) dropping to a low of 2.2%. Despite this, trading activity remained high, indicating strong buying interest as investors anticipate potential gains from upcoming military events [1][18] - The sector is expected to benefit from geopolitical tensions and increased military procurement, with significant orders anticipated in the third quarter [18][19] Investment Opportunities - The entrepreneurial board AI ETF (159363) is highlighted as a key investment opportunity, focusing on both computing power and AI applications, with a significant portion of its holdings in leading companies in these sectors [16] - The defense ETF (512810) is also recommended for its diversified exposure to traditional and emerging military technologies, especially in light of upcoming military parades and geopolitical factors [18][19]