Group 1 - The focus on the information technology self-controllable sector is highlighted by the performance of the Xinchuang ETF fund (562030), which saw an intraday increase of 1.96% and a current rise of 1.61% [1] - Major stocks such as Zhongke Shuguang experienced significant gains, with a rise of over 7% and a net inflow of over 3.4 billion yuan, leading the A-share market in capital attraction [1] - The development of the Xinchuang industry is emphasized as a crucial method for ensuring national security, driven by multiple factors including policy support and external disturbances [3] Group 2 - The Xinchuang industry is transitioning from a policy-driven model to a dual-driven approach involving both policy and market, with significant growth expected in the market size, projected to exceed 2.6 trillion yuan by 2026 [4] - The opening of the CPU interconnect bus by Haiguang Information is expected to address the current fragmentation in domestic computing chip technology and enhance performance [3] - The Xinchuang ETF fund tracks the CSI Xinchuang Index, which encompasses core segments of the Xinchuang industry chain, indicating high growth and elasticity potential [7]

Group 1 - The core viewpoint of the news is that the cloud computing sector is experiencing a resurgence, with the Huatai Cloud Computing ETF (159273) seeing significant trading activity and net inflows of nearly 300 million CNY over the past 10 days [1] - The ETF's performance showed a slight increase of 0.23% during the trading session, with a peak increase of nearly 2% before retreating [1] - Key stocks within the ETF's index had mixed performances, with notable gains from companies like Huasheng Tiancai and Zhongke Shuguang, while others like Xinyi Sheng and Alibaba experienced declines [1][2] Group 2 - On September 13, Haiguang Information opened its CPU interconnect bus to industry partners, which is expected to address the current fragmentation in domestic computing chip technology and enhance performance [2] - Guotai Haitong Securities highlighted that the opening of the CPU interconnect bus could unify the computing ecosystem and accelerate the development of domestic computing clusters [3] - The core drivers of cloud computing growth are anticipated to be advancements in domestic AI models and self-developed chips, particularly in Q1 2025 and Q3 2025 [4] - Domestic internet cloud companies are seeing accelerated revenue growth in Q2, driven by strong demand for AI-related computing and traditional cloud products [5]

Core Insights - The report from Guotai Haitong highlights the opening of the CPU interconnect bus by Haiguang Information, which is expected to address the current fragmentation in the domestic computing chip ecosystem and accelerate the unification of the intelligent computing ecosystem [1][2]. Group 1: Haiguang Information - Haiguang Information has opened its CPU interconnect bus to full-stack industry partners, including direct connection IP, communication protocols, and customized instruction sets [2]. - This initiative aims to resolve the lack of uniformity in the technology routes of domestic computing chips and the fragmentation of the system ecosystem, enhancing the scheduling capabilities between CPUs and accelerator cards [2]. Group 2: Shuguang AI Supercluster System - Shuguang has launched the first AI computing open architecture-based supernode, the Shuguang AI Supercluster System, which features high performance with the capability to house 96 GPU cards in a single cabinet, achieving a computing scale of hundreds of PFlops [3]. - The system supports the expansion of super-large clusters with a million cards and demonstrates high computational efficiency, achieving 2.3 times the performance of mainstream models for large model training and inference [3]. - The supercluster system has passed over 30 days of reliability testing and can automatically analyze and isolate faults in millions of components within seconds [3]. - The open architecture allows for hardware compatibility with multiple brands of AI acceleration chips and software compatibility with mainstream AI computing ecosystems, promoting technology sharing and collaboration [3]. Group 3: Investment Recommendations - Recommended stocks include Cambrian-U (688256.SH), Haiguang Information (688041.SH), SMIC (688981.SH), Zhaoyi Innovation (603986.SH), and Shengke Communication-U (688702.SH) [1]. - Related stocks mentioned are Chipone (688521.SH) [1].