腾讯云适配国产芯片并升级AI 鹏扬数字经济ETF迎投资机遇

Group 1 - A-shares saw all three major indices rise, with the technology sector performing notably well, as evidenced by the Pengyang CSI Digital Economy Theme ETF (560800) increasing by 1.59% to a price of 1.025 yuan and a trading volume exceeding 35 million yuan [1] - Tencent Cloud's recent announcement to adapt to domestic chips and upgrade AI technology signifies a deepening of domestic technology companies' efforts in independent innovation and domestic substitution, enhancing the application scenarios for domestic chips and supporting the development of AI technology [1][2] - The State Council's recent approval of a pilot implementation plan for the market-oriented allocation of factors in certain regions aims to explore new mechanisms for the market-oriented allocation of data elements, providing institutional support for the development of the digital economy [1] Group 2 - In the short term, Tencent Cloud's adaptation of domestic chips is expected to expand the procurement and application scale of domestic chips, providing business support to related semiconductor and chip companies, while also helping cloud service providers reduce hardware procurement costs and alleviate supply chain pressures [2] - Long-term, Tencent Cloud's decision to fully adapt to domestic chips reflects the active construction of a technology supply chain that is not reliant on external sources, indicating a structural shift in the entire industry towards independent innovation and supply chain security [2] - The Pengyang CSI Digital Economy Theme ETF (560800) tracks the CSI Digital Economy Theme Index (931582), covering core industries such as semiconductors, software development, and computer equipment, with key weighted stocks including leading chip companies like SMIC and Cambrian [2][3]