近期数字服务领域利好政策集中释放，9部门出台13条措施支持服务出口，重点扶持数字服务等新 业态，明确支持自贸试验区、海南自贸港等地建设国际数据中心与云计算中心，规范数据跨境流动以夯 实发展基础。八部门印发《关于大力发展数字消费共创数字时代美好生活的指导意见》，聚焦科技方 向，从 AI 硬件、智能终端、智驾消费、数字国潮四大领域扩大供给，激活消费潜力。 大数据ETF（515400）紧密跟踪中证大数据产业指数（930902.CSI），指数精选沪深两市50只大数 据产业主题上市公司股票样本，涉及大数据存储设备、大数据分析技术、大数据运营平台、大数据生 产、大数据应用等领域，科大讯飞、中科曙光、紫光股份等科技公司是其前十大重仓股。场外投资者的 可以通过联接基金（A类018134；C类018135）关注投资机遇。 今日大科技方向继续活跃，尤其是AI应用方向集中表现，涨幅居前，大数据ETF（515400）盘中涨 幅达3.78%，其成分股天下秀、浪潮信息、用友网络均涨停。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证 ...

Group 1 - The technology sector continues to lead the market, with significant gains in concepts like big data and "East Data West Computing," as evidenced by the communication equipment ETF (159583) rising by 6.48%, the Xinchuang ETF (159538) by 5.05%, and the big data ETF (515400) by 3.51% [1] - The Ministry of Industry and Information Technology announced that the Chinese computing power platform has successfully integrated with sub-platforms in 10 provinces, achieving comprehensive connectivity across "platform, entities, resources, ecology, and scenarios" [1] - High-tech manufacturing is showing positive growth, with a year-on-year increase of 9.5% in the added value of high-tech manufacturing from January to July, particularly in the electronic and communication equipment manufacturing sector, which grew by 12.8% [1] Group 2 - The communication equipment ETF (159583) tracks the CSI Communication Equipment Theme Index (931271), which selects 50 listed companies involved in communication equipment manufacturing, technology services, and satellite internet construction, indicating a strong representation of optical module leaders and computing hardware companies [2] - Investors without a market account can explore investment opportunities through linked funds (Class A 021933; Class C 021934) [2]

Core Viewpoint - The major indices continue to rise, with the Shanghai Composite Index reaching a nearly 10-year high of 3741 points, driven by strong performances in technology sectors such as semiconductors, AI chips, big data, and cloud computing [1] Group 1: Market Performance - The big data ETF (515400) saw an intraday increase of 3.72%, while the Sci-Tech Chip ETF (588810) rose by 3.23%, and the Chip Leader ETF (516640) increased by 2.77% [1] - Notably, the component stock of the big data ETF, Dawning Information Industry, surged over 27% during intraday trading, and Yonyou Network reached its daily limit [1] Group 2: Industry Developments - The semiconductor industry is experiencing significant activity, with Huahong Semiconductor announcing plans to acquire Huali Microcontrol, leading to a stock suspension [1] - Huawei's Pura 80 series users have revealed the "Huawei Kirin 9020" chip for the first time in five years through a system update [1] Group 3: Financial Data - According to the Ministry of Industry and Information Technology, the revenue from information technology services reached 48,362 billion yuan in the first half of the year, marking a year-on-year increase of 12.9% and accounting for 68.5% of the total industry revenue [1] - Integrated circuit design revenue amounted to 2,022 billion yuan, reflecting a significant year-on-year growth of 18.8%, while cloud computing and big data service revenue reached 7,434 billion yuan, up 12.1% year-on-year [1] Group 4: ETF Insights - The big data ETF (515400) selects 50 listed companies in the big data industry, including companies like iFlytek and Dawning Information Industry, covering software development, IT services, and cloud computing [2] - The Sci-Tech Chip ETF (588810) closely tracks the Sci-Tech Chip Index, focusing on chip companies in the Sci-Tech Board, which have higher elasticity and significant representation in chip design and semiconductor equipment [2] - The semiconductor equipment sector is identified as a critical component of the upstream semiconductor industry chain, with a strong demand for domestic alternatives and promising future development prospects [2]