推理算力仍具需求爆发潜力，数字经济ETF(560800)近1月新增份额位居可比基金首位

Group 1 - The core viewpoint of the news highlights the performance of the digital economy theme index and its constituent stocks, with a slight decline observed in the index and mixed performance among individual stocks [1] - The digital economy ETF has seen significant growth in share volume, increasing by 18 million shares over the past month, ranking it among the top half of comparable funds [2] - The top ten weighted stocks in the digital economy theme index account for 50.98% of the total index weight, indicating a concentration in key players within the digital economy sector [2][4] Group 2 - The recent FORCE conference by Volcano Engine showcased advancements in AI, including the release of several new models, reflecting trends in the AI industry such as improved cost-performance of domestic large models and potential for accelerated deployment of agents [1] - The digital economy ETF closely tracks the performance of the digital economy theme index, which includes companies involved in digital infrastructure and high levels of digitalization [2] - The performance of individual stocks within the index varied, with notable gainers like ChipLink Integration and Jiangbolong, while stocks like Cambricon and Runze Technology experienced significant declines [1][4]