2025年6月10日，A股TMT科技板块回调，截至10点28分，中证全指信息技术指数（000993）下跌 0.74%。成分股方面涨跌互现，中科曙光10.00%涨停，海光信息上涨5.49%，安克创新上涨3.94%；石基 信息领跌6.12%，深信服下跌5.06%，用友网络下跌4.56%。 相关ETF中，信息技术ETF（562560）近期受到资金关注，近5个交易日内有4日资金净流入，合计"吸 金"2105.23万元，规模创近半年新高。 消息面上，中科曙光6月9日公告称，公司与海光信息筹划由海光信息通过向中科曙光全体A股换股股东 发行A股股票的方式换股吸收合并中科曙光，并发行A股股票募集配套资金。本次吸收合并中，吸收合 并方（海光信息）换股价格为143.46元/股，被吸收合并方（中科曙光）换股价格为79.26元/股。本次换 股吸收合并中，海光信息拟购买资产的交易金额为换股吸收合并中科曙光的成交金额，为1159.67亿 元。 据介绍，本次交易顺应全球算力产业"硬件-软件-生态"协同发展的行业趋势。海光信息通用 CPU、DCU 系列产品已经成为我国信息技术领域的主流产品；中科曙光在高端计算、存储、安全、数据中心基础设 施 ...

Group 1 - The core viewpoint of the news highlights the strong performance of the AI computing sector, particularly driven by the merger agreement between Haiguang Information and Zhongke Shuguang, which is expected to create a comprehensive domestic computing ecosystem [1] - The merger involves Haiguang Information issuing A-shares to acquire Zhongke Shuguang, with the trading suspension expected to last no more than 10 trading days, starting from June 10, 2025 [1] - The restructuring aims to establish a full technology stack "carrier" for domestic computing, with Haiguang focusing on high-end CPU/DCU design and Zhongke Shuguang leading in servers, storage, and cloud computing [1] Group 2 - Investors interested in the computing industry and information technology opportunities are encouraged to consider the Information Technology ETF (562560), which tracks the CSI All-Share Information Index [2] - Haiguang Information and Zhongke Shuguang are significant components of this ETF, ranking 5th and 9th respectively, with a combined weight of nearly 5% [2] - The ETF covers the entire AI industry chain, including design, end applications, and digital infrastructure, with major holdings in companies like SMIC, Cambrian, Luxshare Precision, and BOE Technology Group [2]

Group 1 - The core point of the news is the strategic restructuring announcement between Haiguang Information and Zhongke Shuguang, where Haiguang will absorb and merge Zhongke through a share exchange and raise supporting funds by issuing A-shares [1] - Zhongke Shuguang is a leading enterprise in China's server and computing infrastructure sector, listed on the Shanghai Stock Exchange since November 6, 2014 [1] - Haiguang Information is a leading company in China's CPU and GPU (AI chip) market, having been listed on the Sci-Tech Innovation Board on August 12, 2022 [1] Group 2 - The suspension period for trading is set to be no more than 10 trading days, with the latest resumption date being June 9, indicating a potential resumption of trading this week [1] - According to Minsheng Securities, the merger will enhance Haiguang's system integration capabilities, promoting the large-scale application of domestic chips in key industries such as government, finance, telecommunications, and energy [1] - The news suggests investment opportunities in technology mergers and acquisitions, particularly in the computing power industry, with a recommendation to pay attention to the Information Technology ETF (562560), which tracks the CSI All-Share Information Index [1]

信息技术ETF（562560），一键布局信息技术产业，自主可控概念股含量高。 （文章来源：每日经济新闻） 4月9日，A股三大指数低开，市场热点分化，航天军工、半导体、电脑硬件等板块逆势走强。截至10： 02，信息技术ETF（562560）强势涨超2%，持仓股芯动联科、圣邦股份、思瑞浦、复旦微电等领涨； 创业板人工智能ETF华夏（159381）翻红，连续两日获资金净流入；5G通信ETF（515050）V型拉升， 持仓股铖昌科技涨停，该ETF近10个交易日获资金连续净流入超2.6亿元。 当前海外政策风险加大背景下，中信证券分析认为，参考上一轮中美贸易摩擦，当时自主可控重要地位 显著提升，以半导体为代表的卡脖子赛道开启国产替代加速之路。在当前时点，自主可控继续成为重要 且紧迫的任务，短期模拟芯片方向最受益，长周期维度下低国产化率细分赛道均有望受益。另外，我们 预计受益于科技强国趋势，科技产业领域会出现更多自上而下的资源整合趋势，加速解决卡脖子问题。 相关ETF： 创业板人工智能ETF华夏（159381），跟踪创业板人工智能指数，在编制上更加聚焦以AI硬件、AI软件 为主业的公司。目前管理费率为0.15%，托管费率为 ...