截至2025年9月16日 10:30，中证数字经济主题指数(931582)强势上涨2.06%，成分股龙芯中科(688047)上 涨13.67%，海光信息(688041)上涨10.32%，中科曙光(603019)上涨10.00%，均胜电子(600699)，澜起科 技(688008)等个股跟涨。数字经济ETF(560800)上涨2.02%，最新价报1.01元。 流动性方面，数字经济ETF盘中换手2.77%，成交2032.65万元。拉长时间看，截至9月15日，数字经济 ETF近1月日均成交3611.03万元。 消息面上，近日，"海光系统互联总线协议开放生态研讨会"在京举办。会上，海光面向GPU、IO、 OS、OEM等产业全栈，正式宣布开放CPU互联总线协议（HSL），意在联动产业链上下游伙伴，协力 共建高效互通的计算生态，全面释放国产算力潜能。基于HSL 协议，海光CPU将进一步担当起计算系 统协同进阶的底座，类比英伟达GB300 的Grace CPU+BlackwellGPU 异构架构，在"CPU+AI 加速处理 器"的异构计算新趋势下，海光CPU有望打开新的市场空间并扩大在国内市场的市占率。 民生证券认为，整体 ...

Core Viewpoint - The article discusses various ETFs that cater to different investment needs, emphasizing the importance of asset allocation in a volatile market [2][4]. Group 1: ETF Introductions - The "National Enterprise Dividend ETF" (159515) is highlighted as a strong dividend selection [5][8]. - The "Digital Economy ETF" (560800) focuses on core industries within the digital economy, aiming for both growth opportunities and long-term value [8]. - The "30-Year Treasury ETF" (511090) is presented as a long-term asset protector, offering flexible trading and high liquidity [8]. - The "Double Innovation 50 ETF" (588350) targets technology trends and emerging leaders in the market [8]. - The "Quality Growth ETF" (560500) is characterized as an active mid-cap stock explorer [9]. Group 2: Market Performance and Trends - As of September 15, 2025, the "Digital Economy Theme Index" (931582) rose by 1.39%, with notable individual stock performances such as Shengbang Co. (300661) increasing by 20.00% [11]. - The "Digital Economy ETF" (560800) saw a 1.22% increase, with a trading volume of 36.26 million yuan and a turnover rate of 4.77% [11]. - The index's top ten weighted stocks account for 53.36% of the total, with companies like Dongfang Wealth (300059) and Zhongxin International (688981) leading the way [13][15]. Group 3: Industry Insights - CITIC Securities notes that the analog chip sector has been lagging within the semiconductor industry but is expected to improve due to industry and policy trends [12]. - The article suggests focusing on four key areas: wafer foundries, computing chip design, domestic equipment and components, and advanced packaging, particularly in AI chip applications [12].