Abstract: The digital economy is an important driving force for innovation in emerging industries,and its rapid development has led to the emergence of demand opportunities for driving innovation in emerging industries.On the one hand,the market opportunity window brought by the digital economy drives innovation in emerging industries through leading markets,spatial differentiation,and expanding market boundaries.On the other hand,the demand for primitive technological innovation generated by the digital economy,as well as the demand for mature technology iteration,have driven innovation in emerging industries.For the demand opportunities for innovation in emerging industries driven by the digital economy,according to the scale and heterogeneity of demand,they can be divided into optimal market opportunities,two types of sub-optimal market opportunities,and inferior market opportunities.The emergence of different types of demand opportunities requires differentiated and matching institutional logic to stimulate,forming the logical paths of “from institutional logic to demand opportunity emergence,to enterprise response,and to emerging industry innovation” and “from institutional logic to enterprise attention,to attention to demand opportunities,to enterprise response,and to emerging industry innovation”.Based on the perspective of institutional logic,targeted action strategies are adopted to stimulate the emergence of different types of demand opportunities,thereby promoting sustained innovation in emerging industries.

Key words: digital economy, emerging industries, demand opportunities, institutional logic, action strategies