Group 1 - The digital economy sector is experiencing growth, with the digital economy ETF (560800) rising by 1.55% as of 10:00 AM on August 28, 2023 [1] - Key stocks in the digital economy include SMIC, which increased by 8.46%, and Northern Huachuang, which rose by 3.67% [1] - Leading companies in the optical module sector have reported continued growth in their performance for the first half of 2025, driven by increased AI infrastructure investments from both domestic and overseas cloud service providers [1] Group 2 - The capital expenditure in the computing power industry is intensifying, with major CSPs clearly shifting their investments towards AI computing power [2] - The Zhongzheng Digital Economy Theme Index (931582) includes core assets of the digital economy industry, reflecting the potential for high-quality development and self-controllable industrial chains [2] - The Pengyang Digital Economy ETF (560800) is highlighted as the first market fund tracking this index, providing good liquidity for investors [2]
光模块龙头中报业绩持续增长,数字经济ETF涨1.55%
Zheng Quan Zhi Xing·2025-08-28 03:23