没有股票账户的投资者可关注国泰国证信息技术创新主题ETF发起联接C（020279），国泰国证信息技 术创新主题ETF发起联接A（020278）。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不预示 未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参考，不 构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险等级相 匹配的产品。基金有风险，投资需谨慎。 （文章来源：每日经济新闻） 平安证券指出，作为新质生产力的重要组成部分，计算机行业未来有望迎来业绩和估值的双重提升，信 创产业是重点关注的板块之一。当前，我国信创基础软硬件已经实现从可用到好用，AI技术的快速发 展为行业带来新的增长动力，企业客户对AI相关服务的需求增加，包括GPU租赁和API token使用等， 推动了企业服务收入的加速增长。 信创ETF（159537）跟踪的是国证信创指数（CN5075），该指数聚焦于信息技术创新领域，从市场中 选取涉及基础硬件、基础软件、应用软件及信息安全等细分行业的上市公司证券作为指数样本，以综合 反映国内信创产业相关 ...

Group 1 - The core viewpoint is that the computer industry is expected to experience dual improvements in performance and valuation due to the accelerated recovery of demand and its role as an important component of new productivity [1] - The development potential of the Xinchuang (信创) industry, a significant segment of the computer sector, is noteworthy, but there are concerns regarding the adaptation progress of basic software and hardware to industry client business systems, which could impact the expansion of Xinchuang into business systems [1] - The Xinchuang ETF (code: 159537) tracks the Guozhen Xinchuang Index (code: CN5075), which is compiled by Shenzhen Securities Information Co., Ltd., selecting listed companies in the software development and computer equipment sectors to reflect the overall performance of high-growth and technologically innovative companies in the Xinchuang industry [1] Group 2 - Investors without stock accounts can consider the Guotai Guozhen Information Technology Innovation Theme ETF Initiated Link C (020279) and the Guotai Guozhen Information Technology Innovation Theme ETF Initiated Link A (020278) [1]