或由于数博会来袭，今日（8月26日）大数据产业方向表现活跃，聚焦数据安全领域的大数据产业ETF （516700）场内涨幅盘中上探1．27%，现涨0．54%，成份股方面，拓维信息、天融信涨停，广联达涨 超8%，中国长城涨逾6%，数据港、中国软件、数字政通等个股跟涨。 消息面上，8月28日至30日，由国家数据局主办、贵州省人民政府承办的2025中国国际大数据产业博览 会（简称数博会）将在贵州省贵阳市举办。 本文图片、数据来源于沪深交易所。 2、数字中国顶层设计，激活数字生产力，国产替代进程加快； 3、乘风信创热潮，信创2.0有望加速，科技自主可控前景广阔。 长江证券认为，当前，我国大模型算力及算法能力显著提升，大量高质量语料数据"供给难、流通难、 使用难"，已经成为我国人工智能进一步发展的瓶颈。随着国家数据局启动高质量数据集建设工作，高 质量语料供给严重匮乏有望缓解，同时在大模型加速落地的过程中，数据的价值或将进一步被挖掘。建 议关注具备高质量数据资源的厂商。 华西证券认为，当前AI技术及大模型加速迭代，传统安全范式面临挑战，数据与人工智能的深度融 合，不仅带来效率与模式的跃迁，也使"可信、可控、安全"的数字底座 ...

Core Viewpoint - The data security-focused ETF (516700) is experiencing upward momentum, with significant gains in constituent stocks, indicating positive market sentiment towards the sector [1] Group 1: ETF Performance and Market Sentiment - The data security ETF (516700) rose by 1.69%, with notable increases in stocks such as Yuntian Lifei (up over 12%) and Dongfang Guoxin (up over 6%) [1] - The ETF has seen a net inflow of funds totaling 5.25 million yuan over the past two trading days, suggesting investor confidence in the sector's future [1] Group 2: Industry Developments - The release of the "China Artificial Intelligence Security Commitment Framework" at the 2025 World Artificial Intelligence Conference highlights the industry's focus on safety and reliability in AI applications [1] - Huaxi Securities emphasizes the need for security and reliability testing in various sectors, including industrial, educational, medical, financial, and legal, as AI technology and large models evolve [1] Group 3: Investment Catalysts - Investors focusing on technology self-reliance may find three key catalysts: 1. High-level calls for "technology to take the lead," which may lead to breakthroughs in new productive forces [1] 2. The top-level design of Digital China aims to activate digital productivity and accelerate the domestic substitution process [1] 3. The rise of the Xinchuang (innovation) wave, with Xinchuang 2.0 expected to accelerate, presents a promising outlook for technology self-reliance [1]

Group 1 - The big data industry ETF (516700) has seen a rise of 1.69% recently, with significant gains in constituent stocks such as Yuntian Lifei up over 12% and Dongfang Guoxin up over 6% [1] - The ETF has experienced a net inflow of funds totaling 5.25 million yuan over the last two trading days, indicating investor confidence in the sector's future [1] - The ETF 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 and Keda Xunfei [4] Group 2 - The release of the "China Artificial Intelligence Safety Commitment Framework" at the 2025 World Artificial Intelligence Conference highlights the need for safety and reliability testing in AI applications across various sectors [3] - The integration of AI technology and data is seen as a critical task, with a growing market space for AI and security solutions [3] - The current push for technological self-reliance and the acceleration of domestic substitution processes are expected to enhance the prospects for the technology sector [5]

Group 1 - The Hong Kong Monetary Authority (HKMA) is set to implement the Stablecoin Regulation, with a technical briefing for stablecoin issuers scheduled [1] - The first batch of stablecoin licenses will be strictly limited to a single-digit number, with plans to complete issuance within the year [1] - Market rumors suggest that Hang Seng Electronics' subsidiary, Hengyun Technology, has reached a strategic cooperation with Ant Group regarding stablecoin operations and system construction [1] Group 2 - Hang Seng Electronics' stock surged over 9% and hit the daily limit, attracting a net inflow of 1.938 billion yuan, leading the A-share market in capital absorption [1] - Minsheng Securities anticipates that major companies like Ant Group and JD.com may be among the first to receive stablecoin licenses from HKMA, leveraging their blockchain technology and application scenarios [1] - China International Capital Corporation (CICC) believes stablecoins have the potential to become a global financial infrastructure, with offshore RMB stablecoins being a priority for China's participation in stablecoin development [2] Group 3 - The Data Industry ETF (516700) is focused on data technology and has seen a price increase of 0.63%, with Hang Seng Electronics hitting the daily limit and other stocks like Guotou Intelligent and Yonyou Network also rising [4] - The Information Technology Self-Control ETF (562030) has increased by 0.89%, with significant gains in stocks such as Hang Seng Electronics and Anheng Information [2][4] - The current geopolitical climate and the push for self-reliance in technology are driving demand for domestic innovation and investment in the information technology sector [6][9]

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]