AMD看好GPU主导地位，机构预测GPU市场高增长，数字经济ETF(560800)整固蓄势

Group 1 - The core index of the digital economy theme, the CSI Digital Economy Theme Index, decreased by 0.85% as of December 5, 2025, with Huqin Technology leading the gains and Haiguang Information experiencing the largest decline [1] - The digital economy ETF (560800) saw a turnover rate of 0.18% during the trading session, with a transaction volume of 1.106 million yuan, and its shares increased by 6 million over the past month [1] - UBS's annual global technology conference highlighted AMD's CEO Lisa Su's prediction that ASICs will capture 20%-25% of the market share in the next five years, while GPUs will continue to dominate [1] Group 2 - On December 5, 2025, Moore Threads officially listed on the STAR Market, issuing 70 million shares and raising 8 billion yuan for the development of next-generation AI training and inference chips, graphics chips, and AI SoC chips [2] - The global GPU market is projected to reach $77.4 billion in 2024, with China's market size estimated at approximately 107.3 billion yuan, and a CAGR of 35.19% expected from 2025 to 2030 [2] - The digital economy ETF closely tracks the CSI Digital Economy Theme Index, selecting securities from companies involved in digital economy infrastructure and high digitalization applications [2] Group 3 - As of November 28, 2025, the top ten weighted stocks in the CSI Digital Economy Theme Index accounted for 54.6% of the index, with Dongfang Caifu, Cambricon, and SMIC being the top three [3] - The top ten stocks by weight include Dongfang Caifu (8.64%), SMIC (7.17%), and Cambricon (6.98%), with varying performance in terms of price changes [4]