Seek .(US:SKLTY) Zheng Quan Zhi Xing·2025-08-12 06:20Group 1 - The digital economy sector is experiencing significant growth, with the digital economy ETF (560800) rising by 1.88% as of 13:30 on August 12 [1] - Notable stocks within the digital economy sector include Cambrian (up 20.00%), Haiguang Information (up 2.88%), and Northern Huachuang (up 1.93%), while Hikvision, Zhongke Shuguang, and SMIC showed slight increases [1] - Anticipation for the release of DeepSeek-R2 is high, with a projected window from August 15 to August 30, 2025, following the release of ChatGPT-5 [1] Group 2 - Tianfeng Securities projects continued optimistic growth in the global semiconductor market through 2025, driven by AI's influence on downstream growth [2] - The third quarter is expected to be a peak season for semiconductors, with a focus on storage, power, foundry, ASIC, and SoC companies showing performance elasticity [2] - The digital economy theme index (931582) includes core stocks from the digital economy sector, aligning with high-quality development goals and showcasing the potential of self-controlled industrial chains [2]