AI需求强劲驱动存储芯片量价齐升，数字经济ETF(560800)盘中涨超1.3%

Group 1 - The core viewpoint of the news highlights the strong performance of the digital economy theme index and its constituent stocks, indicating a positive market sentiment towards digital economy investments [1][2][3] - The digital economy ETF has seen significant growth in trading volume and net inflow of funds, with a recent increase of 12 million shares over the past week and a net inflow of 1.9963 million yuan [1][2] - The top ten weighted stocks in the digital economy theme index account for 53.93% of the index, with notable performers including Dongfang Wealth, Cambricon, and Huagong Technology [3][4] Group 2 - The AI-driven demand is creating a "cyclical and growth resonance" in the storage chip market, with expectations of a 61% year-on-year increase in capital expenditure from major cloud service providers by 2025 [2] - The artificial intelligence industry is entering a "virtuous cycle" development phase, with a complete development cycle expected to last at least 10 years, benefiting the entire computing power industry chain [2] - The digital economy ETF closely tracks the CSI Digital Economy Theme Index, which reflects the overall performance of listed companies involved in digital economy infrastructure and high levels of digitalization [2]