1月22日早间，三大指数高开震荡。板块轮动明显，前期热门的商业航天和AI应用端双双回暖。 每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 消息面上，当地时间周三（21日），在瑞士达沃斯举行的世界经济论坛上，英伟达CEO黄仁勋表 示，人工智能行业虽然看起来像泡沫，但它并不是泡沫。他指出，人工智能正引发一场"平台级变革"， 人类即将迎来史上规模最大的基础设施投资，总规模将达数万亿美元。 另一方面，OpenAI已通知多位广告主计划于2月初上线ChatGPT广告服务，初期按展示次数计费， 并在免费及低价订阅用户中测试投放。 据了解，大数据ETF（515400）紧密跟踪中证大数据产业指数，精选沪深两市50只大数据产业主题 上市公司股票样本，涉及大数据存储设备、大数据分析技术、大数据运营平台、大数据生产、大数据应 用等领域，科大讯飞、中科曙光、紫光股份等科技公司是其前十大重仓股。 ...

Group 1 - The core viewpoint of the news highlights the active performance of AI applications and big data sectors, with significant gains in various ETFs related to these fields, such as the Growth Enterprise Market Software ETF and Big Data ETF, which saw increases of 5.42% and 5.04% respectively [1] - The Ministry of Industry and Information Technology has recently issued an action plan for the high-quality development of industrial internet platforms from 2026 to 2028, focusing on differentiated development and encouraging platform enterprises to prioritize quality over quantity [1] - The action plan includes initiatives to enhance data collection and utilization in key manufacturing industries, aiming to build high-quality industry data sets and promote the digital transformation of manufacturing enterprises [1] Group 2 - The Growth Enterprise Market Software ETF tracks the Growth Enterprise Market Software Index, selecting 50 core stocks in the software sector, covering the entire chain of basic software, application software, and IT services, with a high elasticity attribute [2] - The performance elasticity and valuation potential of constituent companies are expected to improve due to the empowerment of AI, domestic substitution, and policies promoting digital transformation [2]

Group 1 - The core viewpoint of the news highlights the strong performance of the big data sector, with significant gains in various ETFs related to AI and big data, indicating a bullish market sentiment [1] - The big data ETF (515400) saw an intraday increase of 6.18%, while other related ETFs also experienced notable gains, such as the Kweichow Moutai AI ETF (589300) with a 4.34% rise and the AI-focused ETF (159246) with a 3.86% increase [1] - The National Data Work Conference has set 2026 as the "Year of Data Factor Value Release," aiming to enhance data flow and resource allocation, which is expected to integrate data factors into economic value creation [1] Group 2 - The big data ETF (515400) closely tracks the CSI Big Data Industry Index (930902.CSI), which selects 50 listed companies in the big data sector from the Shanghai and Shenzhen markets, covering areas such as data storage, analysis, and application [2] - Major holdings in the ETF include technology companies like iFLYTEK, Inspur, and Unisplendour, indicating a focus on leading firms in the big data industry [2] - Investors can access investment opportunities through linked funds (A class 018134; C class 018135), providing additional avenues for participation in the big data market [2]

Group 1 - The core viewpoint of the news highlights a significant surge in AI-related applications across various sectors, with notable increases in AI corpus, AI agents, AI healthcare, and Zhiyu AI, among others [1] - The Big Data ETF (515400) experienced a 4.12% increase during trading, while the Sci-Tech AI ETF (589300) rose by 3.62%, and the ChiNext AI ETF (159246) increased by 2.66% [1] - Key stocks within the Big Data ETF, such as Yidian Tianxia and Shuiyou Co., reached their daily limit up [1] Group 2 - The release of the "Industrial Internet and Artificial Intelligence Integration Empowerment Action Plan" aims to enhance the supply of industrial intelligent computing power and promote the integration of industrial internet with computing centers [1] - TSMC reported a revenue of NT$1.05 trillion (approximately US$33.1 billion) for Q4 last year, marking a 20% quarter-over-quarter growth, exceeding market expectations of NT$1.02 trillion [1] - TSMC's performance, as a preferred chip manufacturer for NVIDIA, boosts confidence in continued investments in the global AI sector through 2026 [1] Group 3 - The Big Data ETF closely tracks the CSI Big Data Industry Index (930902.CSI), which selects 50 listed companies in the big data industry from the Shanghai and Shenzhen markets [1] - The index includes companies involved in big data storage devices, analysis technology, operational platforms, production, and applications, with top holdings including iFlytek, Zhongke Shuguang, and Unisplendour [1]

Core Insights - The technology sector, particularly in AI applications, is experiencing significant activity, with the Big Data ETF (515400) showing a peak increase of 3.78% during trading, and constituent stocks such as Tianxiexiu, Inspur Information, and Yonyou Network reaching their daily limit up [1] Group 1: Policy Support - Recent favorable policies in the digital services sector have been released, with nine departments issuing 13 measures to support service exports, focusing on digital services and new business formats [1] - The policies emphasize the construction of international data centers and cloud computing centers in free trade zones and Hainan Free Trade Port, as well as the regulation of cross-border data flow to solidify the development foundation [1] Group 2: Digital Consumption Guidance - Eight departments have published guidelines aimed at vigorously developing digital consumption, focusing on four key areas: AI hardware, smart terminals, intelligent driving consumption, and digital national trends to enhance supply and activate consumption potential [1] Group 3: Big Data ETF Overview - The Big Data ETF (515400) closely tracks the CSI Big Data Industry Index (930902.CSI), which selects 50 listed companies in the big data industry from the Shanghai and Shenzhen stock markets [1] - The ETF includes companies involved in big data storage devices, analysis technology, operation platforms, production, and applications, with top holdings including iFLYTEK, Sugon, and Unisplendour [1] - Investors can explore investment opportunities through linked funds (Class A 018134; Class C 018135) [1]

Group 1 - The technology sector continues to lead the market, with significant gains in concepts like big data and "East Data West Computing," as evidenced by the communication equipment ETF (159583) rising by 6.48%, the Xinchuang ETF (159538) by 5.05%, and the big data ETF (515400) by 3.51% [1] - The Ministry of Industry and Information Technology announced that the Chinese computing power platform has successfully integrated with sub-platforms in 10 provinces, achieving comprehensive connectivity across "platform, entities, resources, ecology, and scenarios" [1] - High-tech manufacturing is showing positive growth, with a year-on-year increase of 9.5% in the added value of high-tech manufacturing from January to July, particularly in the electronic and communication equipment manufacturing sector, which grew by 12.8% [1] Group 2 - The communication equipment ETF (159583) tracks the CSI Communication Equipment Theme Index (931271), which selects 50 listed companies involved in communication equipment manufacturing, technology services, and satellite internet construction, indicating a strong representation of optical module leaders and computing hardware companies [2] - Investors without a market account can explore investment opportunities through linked funds (Class A 021933; Class C 021934) [2]

Core Viewpoint - The major indices continue to rise, with the Shanghai Composite Index reaching a nearly 10-year high of 3741 points, driven by strong performances in technology sectors such as semiconductors, AI chips, big data, and cloud computing [1] Group 1: Market Performance - The big data ETF (515400) saw an intraday increase of 3.72%, while the Sci-Tech Chip ETF (588810) rose by 3.23%, and the Chip Leader ETF (516640) increased by 2.77% [1] - Notably, the component stock of the big data ETF, Dawning Information Industry, surged over 27% during intraday trading, and Yonyou Network reached its daily limit [1] Group 2: Industry Developments - The semiconductor industry is experiencing significant activity, with Huahong Semiconductor announcing plans to acquire Huali Microcontrol, leading to a stock suspension [1] - Huawei's Pura 80 series users have revealed the "Huawei Kirin 9020" chip for the first time in five years through a system update [1] Group 3: Financial Data - According to the Ministry of Industry and Information Technology, the revenue from information technology services reached 48,362 billion yuan in the first half of the year, marking a year-on-year increase of 12.9% and accounting for 68.5% of the total industry revenue [1] - Integrated circuit design revenue amounted to 2,022 billion yuan, reflecting a significant year-on-year growth of 18.8%, while cloud computing and big data service revenue reached 7,434 billion yuan, up 12.1% year-on-year [1] Group 4: ETF Insights - The big data ETF (515400) selects 50 listed companies in the big data industry, including companies like iFlytek and Dawning Information Industry, covering software development, IT services, and cloud computing [2] - The Sci-Tech Chip ETF (588810) closely tracks the Sci-Tech Chip Index, focusing on chip companies in the Sci-Tech Board, which have higher elasticity and significant representation in chip design and semiconductor equipment [2] - The semiconductor equipment sector is identified as a critical component of the upstream semiconductor industry chain, with a strong demand for domestic alternatives and promising future development prospects [2]