E Fund CSI Digital Economy Theme ETF

Shanghai Electronic Materials International Supply Chain Center Established on May 20, Co-owned by SMIC and Hua Hong Group

Chinese semiconductor stocks rise on reports of potential strike at Samsung Electronics

CICC Begins Market Making Services for SMIC

SMIC discloses two new deployments in the advanced packaging field.

SMIC states that the specialty memory market is facing tight supply, and the company's related production capacity is steadily advancing with its share increasing each quarter.

JPMorgan Chase Increases Stake in Montage Technology by HK$12.02 Million on May 14

SMIC States Significant Production Demand for Phones and PCs Will Return

US-China summit yields no chip deal, China may replace Nvidia with domestic chips

Hygon Information Unveils World's First Post-Quantum Cryptography Smooth Migration Solution

Morgan Stanley raises targets for SMIC and Hua Hong, citing AI-driven mature process shortage

GigaDevice Launches Three New Brushless Motor Gate Drivers

SMIC received 996 million yuan in financing purchases on May 18.

CICC maintains 'Outperform' rating on SMIC, citing benefits from localized production demand

Report: China's chip equipment localization shifts from trials to mass production

Jinhong Gas: Helium products have been stably supplied to clients such as SMIC

HSBC Research Lowers SMIC's Target Price but Maintains 'Buy' Rating

HSBC Research on SMIC: Cuts Target Price to HKD 89, Bullish on 28% Revenue Growth in 2026

SMIC's AI demand surges, with first-quarter revenue of 17.6 billion, more optimistic about full-year operations

JPMorgan raises SMIC rating to "Neutral" and lifts target price to HK$67

BOC International Maintains Buy Rating on SMIC, Raises H-Share Target Price to HKD 98.6

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560800

Shanghai has issued the 'Implementation Plan for the National Digital Economy Innovation Development Pilot Zone (Shanghai)', proposing an innovative service mechanism for cultivating digital commerce enterprises. The plan emphasizes strengthening scenario openness, on-demand services, and policy matching to cultivate 50 benchmark enterprises in the digital economy. It also includes measures such as selecting outstanding products, launching initiatives for the first release, trial, and purchase of data products and services, and deepening resource, supply-demand, and production-investment matchmaking

Wallstreetcn

Huaan CSI Digital Economy Theme ETF

Pengyang CSI Digital Economy Theme ETF

Shanghai: Strengthen Scenario Openness, On-Demand Services, and Policy Matching to Cultivate 50 Benchmark Enterprises in the Digital Economy

The digital economy ETF Pengyang (560800) rose by 1.82%, and the CSI Digital Economy Theme Index (931582) increased by 1.87%. The semiconductor industry is still in an upward cycle, driven by AI growth, with global semiconductor sales increasing by 61.8% year-on-year. Domestic semiconductor equipment manufacturers launched new products at SEMICON CHINA 2026, and domestic substitution is expected to deepen. Computing power scheduling operations have become a new pivot for the digital economy, requiring an improvement in the utilization rate of computing resources and promoting the transition of computing power from "infrastructure investment" to "operational value."

腾讯新闻 - 财经

The core supporting links of the digital economy continue to strengthen, and the digital economy ETF Pengyang (560800) rose by 1.82%. Institutions: The semiconductor industry is still in an upward cycle

The digital economy ETF Pengyang rose over 2% in early trading, with the CSI Digital Economy Theme Index strongly increasing by 2.03%. Component stocks such as Haiguang Information and Lanke Technology have shown significant gains. The global semiconductor market is expected to reach a trillion-dollar scale by the end of 2026, driven by AI computing power and the digital economy. The digital economy ETF Pengyang closely tracks the CSI Digital Economy Theme Index, with the top ten weighted stocks accounting for 51.73%

The digital economy ETF Pengyang surged over 2% in early trading; institutions: the global semiconductor trillion-dollar market is expected to achieve ahead of schedule

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As of April 8, 2026, the CSI Cloud Computing and Big Data Theme Index has risen by 7.67%, the Cloud Computing ETF E Fund has increased by 7.94%, with a transaction volume of 206 million yuan. Dongfang Securities pointed out that the application of domestic large models is gradually maturing, driving the demand for computing power to shift from text to video, leading the cloud industry chain into a cycle of simultaneous increase in volume and price. CITIC Securities believes that the cloud industry chain will experience rapid growth in the next two years, and the computing power leasing market will also benefit from the tight supply of high-quality chips

Tianhong CSI Computer Theme ETF

Guotai CSI Computer Theme ETF

E Fund CSI Cloud Computing and Big Data Theme ETF

Rongtong CSI Cloud Computing and Big Data Theme Index Fund(LOF)-A

ChinaAMC CSI Cloud Computing and Big Data Theme ETF

The cloud computing ETF E Fund rose nearly 8%, with both volume and price increasing in cloud computing, and the demand in the computing power industry chain accelerating release

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The NVIDIA GTC conference will be held on March 16, 2026, and the market expects the release of new chips and technologies. The Digital Economy ETF fell 1.15% in early trading, but shares have seen significant growth over the past week. Prices for memory chips continue to rise, and Samsung plans to increase NAND product prices again in the second quarter of 2026. Guojin Securities and CITIC Securities both believe that the construction of AI computing infrastructure will drive demand for memory chips, and the growth direction of the technology sector remains certain

Digital Economy

ChinaAMC Guozheng Semiconductor Chip ETF

iShares Expanded Tech Software Sector ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

Ark Innovation ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Direxion Daily NVDA Bull 2X Shares

Direxion Semicon Bull 3X

iShares Semiconductor ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

T-Rex 2X Long NVIDIA Daily Target ETF

Invesco S&P 500 Equal Weight Tech ETF

China Southern CSI Semiconductor Industry Custom ETF

Invesco Semiconductors ETF

AXS 1.5X NVDA Bear Daily ETF

Global X Cloud Computing ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Guotai CES Semiconductor Chip Industry ETF

GraniteShares 2x Long NVDA Daily ETF

ICBCCS CSI Chengtong State-owned Enterprises Digital Economy ETF

SPDR S&P Semicon

Global X Funds Global X Artificial Intelligence & Tech ETF

YieldMax NVDA Option Income Strategy ETF

VanEck Semiconductor ETF

ISHRS S&P Glb It

Spdr Select Tech

NVIDIA

The NVIDIA GTC conference is held, global computing power demand exceeds expectations, and the digital economy ETF is gaining momentum during trading

On March 11, 2026, the CSI Digital Economy Theme Index fell by 0.81%. The Digital Economy ETF (560800) underwent adjustments, with a scale increase of CNY 12.5597 million over the past week. The government work report emphasized "embodied intelligence" and "future energy," proposing CNY 200 billion in ultra-long-term special government bonds to support equipment upgrades. Kaiyuan Securities focuses on the commercialization of AI and the expansion of application scenarios, expecting AI demand to continue to grow. The Digital Economy ETF closely tracks the CSI Digital Economy Theme Index, reflecting the overall performance of listed companies in the digital economy theme

Policy focuses on a new chapter of the digital economy, Digital Economy ETF (560800) adjusts and builds momentum

The OpenClaw storm continues, with policies promoting the "smart economy," and the Digital Economy ETF (560800) rising over 2%. As of March 10th, 09:43, the CSI Digital Economy Theme Index increased by 2.04%, with constituent stocks such as Shengbang Technology and Haiguang Information showing significant gains. Tencent's WorkBuddy and Zhipu's AutoClaw have been launched successively, driving market attention towards proactive automation. The government work report has proposed for the first time to "create a new form of smart economy," emphasizing the core position of artificial intelligence in the digital economy, which is expected to promote the construction of computing power infrastructure and the development of areas such as power scheduling

The OpenClaw storm continues, with policies promoting the "smart economy," and the digital economy ETF (560800) rising over 2%

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MCHI

Minister of Human Resources and Social Security Wang Xiaoping stated at the press conference on people's livelihood themes of the National People's Congress that a special employment plan for the 14th Five-Year Plan is being formulated to support labor-intensive industries and explore employment potential in areas such as the digital economy. She pointed out that the rapid development of artificial intelligence has a profound impact on employment, and relevant policies are being studied to leverage AI's role in creating new jobs, promoting the coordinated development of technological progress and improvement of people's livelihoods. The Ministry of Human Resources and Social Security will implement a priority employment strategy to promote high-quality and full employment

AASTOCKS

E Fund Artificial Intelligence ETF

iShares MSCI China

Ministry of Human Resources and Social Security: AI has a profound impact on employment, and research measures are being developed to leverage AI in creating new job opportunities

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Wang Zhihua, Director of the Department of Foreign Trade of the Ministry of Commerce, stated at a press conference held by the State Council Information Office that the next step will be to innovate and develop digital trade, initiate the construction of national digital trade demonstration zones, formulate relevant standards for digital trade, promote the integration of domestic and international standards, drive the digital transformation of service outsourcing, cultivate and strengthen the main entities of digital trade, and successfully hold the Global Digital Trade Expo. (Xinhua Finance)

ChinaAMC CSI Big Data Industry ETF

Ministry of Commerce: Initiate the construction of national digital trade demonstration zones and formulate relevant standards for digital trade

E Fund CSI Digital Economy Theme ETF(159311.SZ)

Shanghai: Strengthen Scenario Openness, On-Demand Services, and Policy Matching to Cultivate 50 Benchmark Enterprises in the Digital Economy

The core supporting links of the digital economy continue to strengthen, and the digital economy ETF Pengyang (560800) rose by 1.82%. Institutions: The semiconductor industry is still in an upward cycle

The digital economy ETF Pengyang surged over 2% in early trading; institutions: the global semiconductor trillion-dollar market is expected to achieve ahead of schedule

The cloud computing ETF E Fund rose nearly 8%, with both volume and price increasing in cloud computing, and the demand in the computing power industry chain accelerating release

The NVIDIA GTC conference is held, global computing power demand exceeds expectations, and the digital economy ETF is gaining momentum during trading