AI大厂加速采购算力，数字经济ETF(560800)盘中涨超1%

Group 1 - The core viewpoint of the news highlights the strong performance of the digital economy theme index, with significant increases in constituent stocks such as Chipone and Deepin Technology, indicating a positive market sentiment towards the digital economy sector [1] - The State Council emphasized the importance of deepening and expanding "Artificial Intelligence +" to empower various industries, focusing on strengthening the technological foundation, promoting algorithm innovation, and enhancing data supply and model performance [1] - The Central State-Owned Enterprises (SOEs) are urged to enhance investment traction, expand effective investment in computing power, and improve data governance capabilities, which are crucial for the foundation of the artificial intelligence industry [1] Group 2 - The supply-demand contradiction in computing power infrastructure has become evident, as demonstrated by the downtime of the Qianwen App during the Spring Festival, highlighting the urgent need for underlying computing resources in large model applications [2] - Longjiang Securities pointed out that this incident underscores the increasing pressure on AI giants like Alibaba to procure computing power, which may accelerate their expansion of IDC, GPU server, and supporting chip procurement [2] - The digital economy ETF closely tracks the CSI Digital Economy Theme Index, selecting listed companies involved in digital economy infrastructure and high digitalization applications to reflect the overall performance of digital economy theme securities [2]