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年市场规模增速分别达17.84%和26.82%，2026年将突破2.6万亿元。超长期特别国债扩容及化债方 案落地，为信创采购提供资金保障，政府采购需求标准的细化进一步夯实替换节奏。 【扎根自主可控，护航国家安全】 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： 消息面上，华为将于8月12日在2025金融AI推理应用落地与发展论坛上，发布AI推理领域的突破性技术 成果。据透露，这项成果或能降低中国AI推理对HBM（高带宽内存）技术的依赖，提升国内AI大模型 推理性能，完善中国AI推理生态的关键部分。 华为指出，AI下一阶段的突破将高度依赖高质量行业数据的释放，而存力正是激活数据 ...

Group 1 - The big data industry continues to show activity, with companies like Aofei Data and Kehua Data rising over 5% [1] - The big data industry ETF (516700) is actively trading, with a morning increase of 1.02%, aiming for a third consecutive day of gains [1] - The People's Bank of China plans to develop a new stage financial technology development plan to enhance financial digitalization and intelligence [3] Group 2 - CITIC Construction Investment Securities notes that the domestic third-party payment industry is experiencing a continuous improvement in industry prosperity due to supply-side clearing and demand-side warming [4] - The payment sector is expected to see new growth points from service expansion and infrastructure development, particularly in cross-border payment systems [4] - The "golden triangle" of the Xinchuang industry is being built through policy support, AI empowerment, and the urgent need for domestic alternatives [4] Group 3 - The big data industry ETF (516700) tracks the CSI Big Data Industry Index, focusing on sectors like data centers and cloud computing [6] - Investors interested in technology self-reliance should pay attention to three catalysts: high-level calls for technology leadership, the activation of digital productivity, and the acceleration of the Xinchuang 2.0 wave [7] - The Xinchuang ETF (562030) covers core segments of the Xinchuang industry chain, including hardware, software, and information security, and is characterized by high growth and elasticity [7]