editor 
Today (April 30) afternoon, the concept of arithmetic skyrocketed, surging after the tide information performance led the rise, up 6. 6% by the close.Spinandgopokerstars.29%. It's worth noting.SpinandgopokerstarsWhat is, the tide information obtains the main capital net inflow 617 million yuan, ranks among the A-share TOP3, second only to Guosheng Financial Control (883 million yuan) and Gree Electric Appliances (737 million yuan). (note: Chaochao Information is the second largest heavyweight in the CSI Index, accounting for 7.09% as of today. )
As for the hot ETF, the Xinchuang ETF Fund (562030), which closely tracks the CSI Index, rose above the surface in the afternoon with the rising assists of component stocks such as Chao Information and Xinan Century, and then followed the market consolidation. By the end of the day, the market price had fallen slightly by 0.51%.
Fundamentally, according to the first quarterly report of the wave information announcement, the company achieved an operating income of 17.607 billion yuan, an increase of 85.32% over the same period last year, and a net profit of 306 million yuan, an increase of 64.39% over the same period last year. Ping an Securities pointed out that the first quarter performance of Tide Information is outstanding, benefiting from the release of computing power and liquid cooling demand.
As of today, the 50 constituent stocks of the CSI Index, which focuses on the core stocks of Xinchuang, have all announced their first-quarter results, of which 28 stocks have achieved positive year-on-year growth in net profit. It is worth noting that Tianyang Science and Technology achieved a year-on-year increase of 225.81% in net profit in the first quarter, ranking first. In addition, Weining Health and Kaipuyun achieved triple-digit growth in net profit compared with the same period last year. Tide information, 360, Jinshan office and other heavyweight stocks a quarterly performance is also eye-catching.
In terms of news, recently, the General Office of the National Development and Reform Commission and the Comprehensive Department of the State data Bureau issued the "key points of the work of the Digital economy 2024" to make arrangements for the key work of the digital economy in 2024. Among them, it is proposed to appropriately advance the layout of digital infrastructure, further promote the construction of information and communication networks, speed up the construction of a national integrated computing network, and develop data infrastructure in an all-round way.
Prior to this, Beijing issued the implementation Plan for Beijing Computing Infrastructure Construction (2024-2027), and Jiangsu Province also issued a special plan for the development of provincial computing infrastructure, which is expected to benefit from the relevant industrial chain.
Dongxing Securities said that the construction plan of computing infrastructure continues to land, continuously refines the key points and rhythm of construction, and emphasizes the construction requirements such as independent control and greening, and provides overall coordination, financial support and other guarantees. Computing infrastructure is still in the investment stage, and it is recommended to pay attention to the direction of computing chips, servers and so on.
Great Wall Securities pointed out that with the development of the AI model, the demand for computing power will continue to increase. In addition, the domestic substitution and green low-carbon of the computing power supply side will become the new development direction of the future computing infrastructure side, and continue to be optimistic about the investment opportunities of the computing power industry chain.
"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.