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]

| | 代码 | | | | | --- | --- | --- | --- | --- | | | 603019 | 中科曙光 | 8.26% | 6.72% | | 2 | 300502 | 新易盛 | -4.09% | 16.21% | | 3 | 300308 | 中际旭创 | -2.00% | 15.73% | | 4 | 9988 | 阿里巴巴-W | -0.65% | 8.57% | | 5 | 600410 | 华胜天成 | 10.03% | 0.98% | | 6 | 000977 | 浪潮信息 | 2.85% | 2.95% | | 7 | 0700 | 腾讯控股 | 0.00% | 8.09% | | 8 | 002261 | 拓维信息 | 2.63% | 1.74% | | ਰੇ | 000938 | 紫光股份 | 1.11% | 2.55% | | 10 | 002335 | 科华数据 | -1.54% | 1.09% | 消息面上，9月13日，海光信息向全栈产业伙伴开放CPU互联总线，包括直连IP、通信协议及定制化指令集等。CPU互联总线开放，有望解决目前国产算力 芯片技术路线不统 ...

智通财经APP获悉，国泰海通发布研报称，海光信息开放CPU互联总线，有望解决目前国产算力芯片生 态离散化问题，智算生态有望加速统一。曙光AI超集群系统基于开放架构设计，打破"技术与生态墙"， 有望充分发挥集群性能优势，加速国产算力芯片向训练场景突破。推荐标的：寒武纪-U(688256.SH)、 海光信息(688041.SH)、中芯国际(688981.SH)、兆易创新(603986.SH)、盛科通信-U(688702.SH)，相关标 的：芯原股份(688521.SH)。 国泰海通主要观点如下： 海光信息开放CPU互联总线，智算生态加速统一 国泰海通认为，基于开放架构的国产算力超节点有望统一国产算力芯片生态，充分发挥集群性能优势， 加速国产算力芯片向训练场景突破。 根据国芯网，2025年9月13日，海光信息向全栈产业伙伴开放CPU互联总线，包括直连IP、通信协议及 定制化指令集等。CPU互联总线开放，有望解决目前国产算力芯片技术路线不统一、系统生态离散化问 题，有效增强CPU与加速卡间算力调度能力，充分释放芯片算力性能;规范产业链上下游接口标准，加 速国产算力集群建设。 风险提示 海光互联总线协议适配进展不及预期 ...