谷歌称公司必须每6个月将AI算力翻倍，开启AI军备竞赛，数字经济ETF(560800)上涨1.07%

Core Insights - The digital economy theme index has shown a strong increase of 1.07%, with notable gains in constituent stocks such as Zhaoyi Innovation (up 3.81%) and Tuojing Technology (up 2.46%) [1] - Google’s AI infrastructure head emphasized the necessity to double AI computing power every six months and achieve an additional 1000-fold increase in the next 4 to 5 years to meet rising AI service demands [1] - Alibaba's AI assistant, Qianwen App, has surpassed 10 million downloads within a week of its public testing, making it the fastest-growing AI application historically [1] Industry Developments - Domestic AI chip manufacturers are experiencing significant opportunities driven by national policy support and technological maturity, with a strong need for self-controlled AI chips amid a global AI arms race [2] - The domestic AI industry has made substantial progress in computing power, large models, and application sectors, reshaping the global competitive landscape [2] - The CSI Digital Economy Theme Index tracks companies involved in digital economy infrastructure and high digitalization applications, reflecting the overall performance of digital economy-related securities [2] Market Performance - The CSI Digital Economy Theme Index's top ten weighted stocks account for 53.93% of the index, with companies like Dongfang Wealth and Cambricon leading in weight [2][4] - The digital economy ETF has seen a significant increase in trading volume, with a turnover of 109.12 million yuan and a net inflow of 19.98 million yuan over the last ten trading days [1][2]