半导体板块领涨，国产算力板块迎密集催化，芯片ETF易方达（516350）、云计算ETF（516510）等受关注

Group 1 - The China Securities Chip Industry Index rose by 5.5%, the China Securities Cloud Computing and Big Data Theme Index increased by 3.9%, and the China Securities Semiconductor Materials and Equipment Theme Index went up by 3.6% [1] - CITIC Securities pointed out that the domestic computing power sector is experiencing intensive catalysts, with Tencent's earnings meeting indicating multiple supply channel options for inference chips, suggesting that domestic inference computing power chips are expected to provide support amid international supply chain fluctuations [1] - DeepSeek updated its model to clearly support FP8 precision and the upcoming next-generation domestic chips, indicating that leading domestic open-source models' support for domestic chips is likely to accelerate the implementation of the domestic computing power ecosystem [1]