AIDC算力产业有望迎黄金新周期，数字经济ETF涨0.26%

Group 1 - The digital economy sector showed a slight increase, with the digital economy ETF (560800) rising by 0.26% as of 14:00 on May 19 [1] - Key stocks in the digital economy included Northern Huachuang up 1.49%, Haiguang Information up 1.28%, and Cambrian up 0.70%, while other stocks like SMIC, Oriental Fortune, and Zhongke Shuguang also saw minor gains [1] - The construction of a computing power internet experimental network was officially launched by China's three major telecom operators and the China Academy of Information and Communications Technology on May 17 [1] Group 2 - Computing power is identified as a new critical productivity following heat and electricity, serving as the infrastructure for the digital economy [1] - China's computing power infrastructure is accelerating, ranking second globally after the United States [1] - Major international tech giants like Amazon, Google, Microsoft, and Meta have significantly increased capital expenditures for AI and cloud service infrastructure, indicating a trend in the industry [1] Group 3 - The China Securities Digital Economy Theme Index (931582) includes core stocks in the digital economy, with major weight in the computer and electronics sectors, reflecting the potential for self-controlled industrial chains [2] - The Pengyang Digital Economy ETF (560800) is noted as the first market-traded fund tracking this index, with good liquidity [2] - Investors are encouraged to consider the Pengyang China Securities Digital Economy ETF Connect Fund (015787.OF/015788.OF) for off-market investment opportunities [2]