The core supporting links of the digital economy continue to strengthen, and the digital economy ETF Pengyang (560800) rose by 1.82%. Institutions: The semiconductor industry is still in an upward cycle

The digital economy ETF Pengyang (560800) rose by 1.82%, and the CSI Digital Economy Theme Index (931582) increased by 1.87%. The semiconductor industry is still in an upward cycle, driven by AI growth, with global semiconductor sales increasing by 61.8% year-on-year. Domestic semiconductor equipment manufacturers launched new products at SEMICON CHINA 2026, and domestic substitution is expected to deepen. Computing power scheduling operations have become a new pivot for the digital economy, requiring an improvement in the utilization rate of computing resources and promoting the transition of computing power from "infrastructure investment" to "operational value."