或由于重磅利好政策迭出+阿里全球扩张布局，今日（9月25日）聚焦数据安全领域的大数据产业ETF （516700）场内涨幅盘中上探4.59%，收涨3.6%，收盘涨幅霸居全市场ETF第二，上探2023年6月以来的 阶段高点，全天成交额近4000万元，环比激增426%。 值得关注的是，大数据产业ETF（516700）场内宽幅溢价，收盘溢价率达0.35%，显示买盘资金更为强 势！伴随成交放量，或有资金进场布局！ 成份股方面，天下秀、浪潮信息涨停，中科曙光、用友网络涨超6%，科华数据、拓尔思、易点天下等 个股跟涨。 1、政策方面，商务部等8部门联合印发《关于大力发展数字消费共创数字时代美好生活的指导意见》， 支持在自贸试验区、海南自由贸易港等地区建立国际数据中心和云计算中心，面向各类有需求的企业提 供数据处理服务。 此前，9月22日，国内首部聚焦于数据安全与个人信息保护社会责任的国家标准——《数据安全技术 数 据安全和个人信息保护社会责任指南》发布，为各类组织在数据安全领域的创新实践，提供了"如何 做"的清晰路径。 2、企业方面，阿里巴巴在云栖大会宣布追加投入AI基础设施建设，计划在巴西、法国等地新建云计算 地域节点并 ...

Group 1 - The big data industry ETF (516700) focused on data security has seen a significant increase, with a peak intraday rise of 4.41% and a current rise of 3.6%, reaching the highest point since June 2023 [1] - Key stocks in the ETF include Tianxiaxiu, Inspur Information, and Yonyou Network, which have all hit the daily limit, while other stocks like Runze Technology, Yidian Tianxia, and Tuolisi have risen over 5% [1] Group 2 - The National Market Supervision Administration and the National Standardization Administration have released the "Data Security Technology Social Responsibility Guidelines," effective from March 1, 2026, focusing on data security and personal information protection [3] - This guideline serves as the first national standard in China addressing social responsibility in data security, providing comprehensive practical guidance for organizations in data processing activities [3] - The document aims to address the need for systematic operational guidelines and clear boundaries of responsibility in the implementation of data security laws and regulations [3] Group 3 - Huaxi Securities highlights the challenges faced by traditional security paradigms due to the rapid iteration of AI technologies and large models, emphasizing the need for a "trustworthy, controllable, and secure" digital foundation [4] - The integration of data and AI is seen as a critical task, particularly in sectors such as industry, education, healthcare, finance, and law, where security and reliability testing are essential [4] Group 4 - The big data industry ETF (516700) passively tracks the CSI Big Data Industry Index, focusing on sectors like data centers, cloud computing, and big data processing, with major holdings in leading companies such as Zhongke Shuguang, Keda Xunfei, and Unisplendour [5] - Investors interested in technology self-reliance should pay attention to three catalysts: the call for "technology to take the lead," the activation of digital productivity through top-level design, and the acceleration of the domestic substitution process [5] - The trend of "信创" (Xinchuang) is expected to accelerate, indicating a promising outlook for technology self-reliance [5]

今日（9月25日）大数据产业方向涨势如虹！聚焦数据安全领域的大数据产业ETF（516700）场内涨幅 盘中上探4.23%，现涨4.14%，上探2023年6月以来的阶段高点。 成份股方面，天下秀、浪潮信息涨停，用友网络涨超9%，拓尔思、易点天下涨逾6%，曙光数创、深信 服等个股跟涨。 【数据安全为王，科技自立自强】 聚焦数据安全领域的大数据产业ETF（516700）被动跟踪中证大数据产业指数，重仓数据中心、云计 算、大数据处理等细分领域，权重股汇聚中科曙光、科大讯飞、紫光股份、浪潮信息、中国长城、中国 软件等龙头股，看好科技自主可控方向的投资者，或可重点关注这三方面的催化： 消息面上，9月24日，商务部等9部门印发《关于促进服务出口的若干政策措施》的通知，支持在自贸试 验区、海南自由贸易港、国家服务业扩大开放综合试点示范地区等建立国际数据中心和云计算中心，面 向各类有需求的企业提供数据处理服务。 值得关注的是，阿里集团在2025云栖大会上表示，大模型是下一代操作系统，而AI云是下一代计算 机。目前阿里正积极推进3800亿元的AI基础设施建设，并计划追加更大的投入。到2032年，阿里云全 球数据中心的能耗规模将提 ...

Core Viewpoint - The big data industry ETF (516700) showed stable performance with a 1.1% increase in intraday price and a transaction volume of 12.2 million yuan, reaching a total fund size of 103 million yuan [1] Group 1: ETF Performance - The big data industry ETF (516700) passively tracks the CSI Data Index (930902), which rose by 1.35% on the same day [1] - The top ten weighted stocks in the index include iFlytek, Inspur Information, and Hang Seng Electronics, among others [1] Group 2: Component Stocks Performance - Notable performers among component stocks include Zhongke Shuguang, Kehua Data, and Dongfang Guoxin, with daily increases of 4.34%, 3.99%, and 2.49% respectively [1] - Conversely, stocks such as Tuolisi, Shenzhou Information, and Shuiyou Co. experienced declines of 2.97%, 2.76%, and 2.37% respectively [1] Group 3: Market Insights - Nvidia launched a new robotics technology stack "New Brain" and the Jetson Thor edge supercomputer, enhancing AI capabilities [3] - The DeepSeek-V3.1 model shows significant improvements in programming agents and complex task handling, indicating a strong performance boost over previous models [3] - The computer industry is benefiting from AI technology upgrades and ecosystem collaboration, driving technological iterations and application expansions [3][4]

Core Viewpoint - The Chinese government has issued a comprehensive policy document titled "Opinions on Deepening the Implementation of the 'Artificial Intelligence+' Action," outlining a roadmap for the integration of artificial intelligence (AI) across six key sectors by 2027, with a vision for AI to significantly contribute to high-quality development by 2030 and to support the modernization of socialism by 2035 [1][2]. Group 1: AI Integration and Development Goals - By 2027, the goal is to achieve widespread integration of AI with six key sectors, with over 70% penetration of new intelligent terminals and applications [1]. - By 2030, AI is expected to empower high-quality development, with application penetration exceeding 90%, making AI a crucial growth driver for the economy [1][9]. - By 2035, China aims to fully embrace an intelligent economy and society, providing strong support for the realization of socialist modernization [1][9]. Group 2: Key Actions and Focus Areas - The policy emphasizes enhancing foundational capabilities of AI models, promoting efficient training and inference methods, and fostering innovation across theory, technology, and engineering [1]. - It highlights the importance of intelligent computing power, supporting innovations in AI chips and software ecosystems, and encouraging the development of standardized, scalable cloud computing services [1]. - Six major action areas are outlined, focusing on applications across various industries, including agriculture, education, and public governance, rather than solely on computational power [2][3]. Group 3: Market Impact and Investment Opportunities - The issuance of the policy is expected to further boost the already high interest in AI-related investments in the A-share and Hong Kong markets, benefiting sectors such as AI, big data, financial technology, and smart manufacturing [2][4]. - The ChiNext AI ETF (159363) has seen significant performance, with a year-to-date increase of over 65%, indicating strong market interest in AI-related assets [4][5]. - The focus on domestic AI capabilities and the push for self-sufficiency in technology are driving interest in the Sci-Tech Innovation Board AI ETF (589520), which has a high concentration in semiconductor stocks [5][6].

Core Viewpoint - The upcoming 2025 China International Big Data Industry Expo is expected to boost the big data industry, particularly in data security, with significant participation from major companies [3]. Group 1: Industry Performance - The big data industry ETF (516700) showed active performance, with a peak intraday increase of 1.27% and a current rise of 0.54% [1]. - Key stocks in the sector, such as Tuowei Information and Tianrongxin, reached their daily limit, while GuoLianDa increased by over 8% and China Great Wall by more than 6% [1]. Group 2: Event Details - The 2025 China International Big Data Industry Expo will take place from August 28 to 30 in Guiyang, organized by the National Data Bureau and the Guizhou Provincial Government [3]. - A total of 375 companies, including Huawei and the three major telecom operators, have confirmed their participation, showcasing advancements in digital infrastructure, AI models, data security, and smart terminals [3]. Group 3: Policy Support - The Chinese government has implemented several policies to support the development of the big data industry, including the "14th Five-Year" plans for big data and digital economy, and the "Data Element X" three-year action plan [3]. - Research indicates that by 2024, the number of data enterprises in China will exceed 400,000, with the industry scale reaching 5.86 trillion yuan, a 117% increase from the end of the 13th Five-Year Plan [3]. Group 4: Market Insights - Longjiang Securities highlights that the enhancement of AI capabilities is hindered by the scarcity of high-quality data, which is being addressed by the National Data Bureau's initiative for high-quality data set construction [4]. - Huaxi Securities emphasizes the need for secure and reliable testing in various sectors, as the integration of AI and data presents both opportunities and challenges [4]. Group 5: Investment Focus - The big data industry ETF (516700) focuses on sectors like data centers, cloud computing, and big data processing, with major holdings in companies like Inspur Information and China Software [5]. - Investors interested in technology self-reliance should pay attention to the accelerating trends in the domestic substitution process and the potential of the new quality productivity direction [6].

Group 1 - The core viewpoint of the news highlights the active performance of the big data industry, particularly in the data security sector, driven by the upcoming China International Big Data Industry Expo [1][3] - The China International Big Data Industry Expo will take place from August 28 to 30, featuring 375 companies including major players like Huawei and Baidu, showcasing advancements in digital infrastructure, AI models, data security, and smart terminals [3] - The big data industry is characterized by its large capacity, diverse types, rapid speed, high precision, and significant value, serving as a crucial driver for new industrialization [3] Group 2 - The Chinese government has implemented several policies to support the development of the big data industry, including the "14th Five-Year" plans and the "Data Element x" three-year action plan, providing strong policy backing for growth [3] - According to research from the National Data Development Research Institute, the number of data enterprises in China is expected to exceed 400,000 by 2024, with the industry scale reaching 5.86 trillion yuan, representing a 117% increase from the end of the 13th Five-Year Plan [3] - Long-term growth in the big data sector is anticipated, with significant improvements in model computing power and algorithm capabilities, addressing the challenges of high-quality data supply [4] Group 3 - The focus on data security within the big data industry ETF (516700) is emphasized, which tracks the CSI Big Data Industry Index and invests heavily in sectors like data centers and cloud computing [5] - Key stocks in the ETF include leading companies such as Inspur Information and China Software, with a positive outlook for investments in technology self-reliance [5] - The article suggests that the current environment is conducive for breakthroughs in new productive forces, driven by top-level design for digital China and accelerated domestic substitution processes [5]

Group 1 - The technology sector is experiencing significant growth, particularly in the area of data security, with companies like Yuntian Lifei and Zhongke Shuguang seeing substantial stock price increases [1][4] - The Big Data Industry ETF (516700), which focuses on data security, has seen a price increase of nearly 4% during trading, indicating strong market interest [1][4] - Long-term trends in AI development highlight the importance of high-quality data, algorithms, and computing power, with a current bottleneck in the supply and circulation of quality data in China [3] Group 2 - The Chinese government is emphasizing the need for technological self-reliance, which is expected to accelerate the domestic replacement process and enhance digital productivity [4] - The integration of AI technology with traditional security paradigms is creating a demand for reliable and secure digital infrastructure across various sectors, including education, healthcare, and finance [3][4] - The market for AI and security solutions is anticipated to expand significantly, driven by the ongoing evolution of AI technologies and the need for safety and reliability testing [3]

Group 1 - The technology sector is experiencing significant growth, particularly in the area of data security, with companies like Yuntian Lifei and Zhongke Shuguang seeing substantial stock price increases [1][4] - The development of artificial intelligence (AI) is heavily reliant on three key elements: algorithms, computing power, and data, with high-quality data being crucial for the capabilities of large models [3] - Long-term challenges in AI development include the scarcity and difficulty of accessing high-quality data, which is currently a bottleneck for further advancements in the field [3] Group 2 - The Big Data Industry ETF (516700) is focused on sectors such as data centers, cloud computing, and big data processing, with major holdings in leading companies like Zhongke Shuguang and Keda Xunfei [4] - The Chinese government is promoting a digital economy and accelerating the process of domestic substitution, which is expected to enhance the productivity of digital technologies [5] - The trend towards technological self-reliance is gaining momentum, with the potential for significant advancements in the "Xinchuang" (innovation) sector, particularly in the context of the second phase of Xinchuang 2.0 [5]

Group 1 - The core viewpoint emphasizes the strong rise of domestic alternatives in the data security sector, with notable stock performances from companies like Guotou Intelligent and Zhongke Shuguang [1] - The National Data Bureau reported significant advancements in China's digital infrastructure, with 5G base stations expected to reach 4.55 million and gigabit broadband users at 226 million by June 2025 [1] - The integration of AI technology and large models is reshaping traditional security paradigms, highlighting the necessity for a "trustworthy, controllable, and secure" digital foundation [1] Group 2 - The big data industry ETF (516700) focuses on data security, tracking the CSI Big Data Industry Index, with major holdings in companies like Zhongke Shuguang and Keda Xunfei [2] - Investors are encouraged to pay attention to three catalytic factors in the technology self-reliance direction, although specific details are not provided [2] - The call for "technology to take the lead" indicates a potential breakthrough in new productive forces, accelerating the process of domestic substitution [3]