消电ETF（561310）涨超1.1%，云业务高增与半导体复苏成市场关注点

Group 1 - The semiconductor industry remains highly prosperous, with TSMC raising its annual revenue growth forecast from 25% to 30%, indicating sustained high demand in the sector [1] - The North American computing power surge has driven the switch and server supply chain as a major sentiment booster, with global silicon wafer shipment area in Q2 2025 showing a significant increase, marking a new high since Q3 2023 [1] - Demand for AI data center chips continues to be strong, with niche storage prices gradually recovering, particularly for Winbond's NOR Flash and SLC NAND, and large-capacity NOR Flash spot prices rising since May, expected to continue improving in Q3 [1] Group 2 - Major overseas tech companies are increasing capital expenditures, indicating that investments in AI computing power remain robust, with AI infrastructure being a key growth driver [1] - The importance of developing domestic computing power chips has increased due to geopolitical and cybersecurity restrictions, which may accelerate the shift towards fully autonomous design and manufacturing of domestic computing power chips [1]