Recently, the Beijing Municipal Bureau of Economics and Information released the "Beijing Action Plan to promote the High-quality Development of low-altitude economy Industry (draft for soliciting opinions)", rekindling the heat of the low-altitude economy, or catalyzed by related news, today (May 20) layout of the core Xinchuang ETF Fund (562030) continues to be strong, intraday prices rose more than 1.8%, now up 1.45%, the impact of Japan Line 3 Lianyang! The 10-day moving average was recovered in intraday trading.
In terms of constituent stocks, among the 50 constituent stocks tracked by Xinchuang ETF Fund (562030), more than 80% of the stocks are floating red, of which NASDAQ rose nearly 7%, Jinshan Office rose more than 3%, Hang Seng Electronics, Baoxin Software and other stocks also rose sharply.
In terms of funds, as of press time, the computer sector with a heavy position in the CSI Index has received a major capital increase of more than 1.4 billion yuan, ranking second among 31 emergency-level industries.
In terms of policy, the four departments issued papers to cultivate and strengthen the urban digital economy and build an internationally competitive digital industry cluster.
On May 20, the National Development and Reform Commission, the National data Bureau, the Ministry of Finance and the Ministry of Natural Resources recently issued the guidance on deepening the Development of Smart cities and promoting the Transformation of Global Digitalization of cities, with the goal of achieving remarkable results in the transformation of global digitization of cities by 2027, forming a number of livable, resilient and intelligent cities with their own characteristics, which are horizontally connected, vertically connected, and strongly support the construction of digital China.
On the news side, there has been news recently that Intel has increasedSimscryptoOrders from a number of equipment and material suppliers, so as to actively prepare for the next generation of advanced packaging glass substrates. Science and Technology Innovation Board Daily commented that the ripples of AI hardware spread from computer chips as the center, and gradually extended to optical modules and copper connections, which may now bring changes to packaging materials.
According to the report of Tom's Hardware, compared with traditional organic and silicon substrates, glass substrates have better thermal and mechanical stability, which lays a foundation for its application to data-intensive work represented by artificial intelligence (AI).
According to Prismark statistics, the global IC packaging substrate industry is expected to reach US $21.4 billion in 2026, while with the entry of Intel and other manufacturers, the replacement of glass substrates for silicon substrates will be accelerated, and the permeability of glass substrates is expected to reach 30% within 3 years.
Market analysts say that the advanced packaging technology of 3D glass substrate is the core of the new generation of Xinchuang server GPU chip.SimscryptoThe .5G communication base station main chip is also expected to use 3D glass substrate advanced packaging technology.
Debang Securities pointed out that Xinchuang's relevant policies (for example, ultra-long-term special treasury bonds focusing on high-level scientific and technological self-reliance) continue to work, and safety and reliable standards are expected to be speeded up, along with the continuous release of party, government and industry alternative demand. Xinchuang may stand at a new inflection point.
"National Strategy, trillion Blue Ocean", investors who are optimistic about the development prospects of Xinchuang plate, suggest paying special attention to Xinchuang ETF Fund (562030). Public data show that Xinchuang ETF fund passively tracks the CSI Index, focusing on the layout of 50 Xinchuang core stocks, covering the whole industry chain, converging Xinchuang leader, the index has the characteristics of high growth and large space, and can invest in the core links of the industry chain with one click.
Data and picture sources: Wind, Shanghai and Shenzhen exchanges, Warburg Fund, etc.
Risk Tip: Xinchuang ETF Fund (562030) passively tracks the CSI Index, which is based on 2017.12.29 and released on 2012.12.21. The composition of index stocks is timely adjusted according to the rules governing the preparation of the index, and its historical performance does not predict the future performance of the index. In this article, the index stocks are only shown, and the individual stocks are not described as any form of investment advice, nor do they represent the position information and trading trends of any fund under the manager. The risk level of the fund assessed by the fund manager is R3-medium risk, suitable for balanced (C3) and above investors, the appropriate matching opinions should be based on the sales organization. Any information that appears in this article (including but not limited to individual stocks, comments, forecasts, charts, indicators, theories, any form of expression, etc.) is for reference only and the investor is responsible for any discretionary investment behavior. In addition, any point of view, analysis and forecast in this article does not constitute any form of investment advice to the reader, nor is it liable for direct or indirect losses arising from the use of the contents of this article. Fund investment is risky, the past performance of the fund does not represent its future performance, and the performance of other funds managed by fund managers does not constitute a guarantee of fund performance, so fund investment should be cautious.
