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机构认为信创产业链加速向“生态闭环构建”方向演进!数据 ETF(516000)近1周累计上涨3.95%!
Mei Ri Jing Ji Xin Wen· 2025-06-09 03:44
Group 1 - The China Securities Big Data Industry Index (930902) has increased by 0.73%, with significant gains from companies such as Yonyou Network (up 6.05%) and Shiji Information (up 4.33%) [1] - The Data ETF (516000) has risen by 0.43%, marking its fifth consecutive increase, with a recent price of 0.93 yuan and a weekly increase of 3.95% as of June 6, 2025 [1] - The merger and restructuring of Haiguang Information and Zhongke Shuguang is approaching a critical point, with stock trading expected to resume by June 10, potentially driving a new wave of growth in computing power [1] Group 2 - Huachuang Securities indicates that the integration of the Xinchuang industry chain is accelerating towards "technology complementary integration" and "ecosystem closure construction," forming a dual path of vertical collaboration between software service providers and hardware manufacturers [2] - Current mergers exhibit three main characteristics: 1) Technology collaboration orientation, where companies like Huibo Yuntong aim to acquire leading ARM server manufacturer Baode Computing to enhance AI computing capabilities [2] 2) Policy-driven centralization, encouraging mergers to optimize resource allocation, as seen with Softcom's acquisition of Tongfang Computer [2] 3) International ecological layout, where companies pursue cross-border mergers to acquire core technologies and build global supply chains [2] Group 3 - The Data ETF closely tracks the China Securities Big Data Industry Index, which includes companies involved in big data storage, analysis, operation, production, and application [3] - The weight of Zhongke Shuguang in the index exceeds 8%, with relatively low market attention, thus reducing the risk of diluted returns due to premium and high subscription volume [3] - As the resumption date approaches, the Data ETF may present a favorable investment opportunity alongside the Xinchuang ETF [3]