中新网乌镇11月9日电(蓝伊旎)11月6日至9日，2025年世界互联网大会乌镇峰会期间，"互联网之光"博览 会(简称"博览会")在浙江乌镇举办，600余家中外企业携千余项技术产品集中亮相。 桨声灯影里，AI浪潮奔涌；青石板路上，数字足迹渐深。今年，"互联网之光"照见了什么样的未来？透 过乌镇的窗口看，这一问题的答案愈发清晰。 博览会现场。 主办方供图 傲鲨智能市场合伙人、董事张华同样对此感受深刻："今年最大的变化是，我不用再向观众科普什么是 外骨骼了，大家更希望在展会上直接感受产品的实际性能，我们也因此开放了更多体验时段。" 产品"破圈"：智能革命叩响消费之门 早晨的乌镇，薄雾如纱。展馆内，银河通用的展位前，总有一批观众早早地排起队伍，等待机器人递上 一杯香浓的咖啡。从扫码下单到制作咖啡、自动取送，整个过程总共不过五六分钟。 "这不仅仅是一台咖啡机，更是可复制的智能零售解决方案。"银河通用展位负责人胡海斌表示，该机器 人可完成语音接待、下单支付、精准抓取与商品取送等全流程自主操作。 "我们正依托于此打造'银河太空舱'。"他补充道，"在交通枢纽、老旧小区、景区夜间等传统便利店难以 覆盖的场景，它能以低成本、快部 ...

Market Overview - The main board led the gains with notable stocks such as Kangqiang Electronics (+10.02%), Yihua Co. (+10.00%), and Wentai Technology (+9.70%) [1] - The ChiNext board saw significant increases with Qian Zhao Optoelectronics (+20.03%) and Tianfu Communication (+12.67%) [1] - The Sci-Tech Innovation board was led by Changguang Huaxin (+9.01%) and Zhongke Feimiao (+8.43%) [1] - Active sub-industries included SW LED (+0.98%) and SW Semiconductor Equipment (+0.75%) [1] Domestic News - Zhongke Shuguang launched the world's first single-cabinet 640-card super node scaleX640, achieving high-speed interconnection and low-latency communication [1] - Display industry news reported that Chipview announced a total investment of 1 billion yuan for its K3 factory in Jiangxi, focusing on high-end OLED module manufacturing [1] - OnePlus achieved a market share of 3.3% in the Chinese smartphone market for week 44, marking a historical high since entering the market [1] - Su Dawei announced plans to acquire 51% of Changzhou Weipu for 510 million yuan, enhancing capabilities in laser direct writing lithography and optical systems [1] Overseas News - The Dutch government welcomed China's commitment to facilitate the resumption of supply to ASML's factory, indicating constructive talks [1] - Google deployed the new Axion CPU and seventh-generation Ironwood TPU, achieving 4,614 TFLOPS of FP8 performance, significantly surpassing NVIDIA's capabilities [1] - UDC announced an agreement with Merck Group to acquire OLED-related patent assets, with over 300 patents involved [1] - The Semiconductor Industry Association reported global semiconductor sales of $208.4 billion in Q3 2025, a 15.8% increase from Q2 2025 [1]

Group 1: Digital Economy Index Performance - The China Securities Digital Economy Theme Index (931582) decreased by 0.90% as of November 7, 2025 [1] - Among the constituent stocks, Tuojing Technology (688072) led with a gain of 3.60%, while Junsheng Electronics (600699) experienced the largest decline [1] - The Digital Economy ETF (560800) underwent a downward adjustment [1] Group 2: ETF Trading and Liquidity - The Digital Economy ETF had a turnover rate of 0.74% during the trading session, with a transaction volume of 5.022 million yuan [1] - Over the past week, the Digital Economy ETF's scale increased by 12.0977 million yuan, and its shares grew by 8 million [1] - The latest net inflow of funds into the Digital Economy ETF was 4.1193 million yuan, with a total net inflow of 16.4576 million yuan over the last five trading days [1] Group 3: Industry Developments - During the World Internet Conference in Wuzhen on November 6, 2025, Zhongke Shuguang launched the world's first single-cabinet 640-card super node scaleX640, capable of supporting large-scale cluster expansion [1] - The global storage market is experiencing a supply-demand imbalance, with DRAM DDR5 prices increasing by 30% this week due to heightened demand driven by AI [2] - Longxin Storage has begun mass production of LPDDR5X products, aligning its technical specifications with international competitors, which opens new growth opportunities for the domestic industry [2] Group 4: Major Stocks in the Index - As of October 31, 2025, the top ten weighted stocks in the China Securities Digital Economy Theme Index accounted for 53.93% of the index [3] - The top stocks include Dongfang Caifu (300059), Cambricon (688256), and SMIC (688981), with respective weights of 8.64%, 7.17%, and 6.98% [3][5]

11月6日，2025世界互联网大会乌镇峰会期间，中科曙光正式发布全球首个单机柜级640卡超节点 scaleX640，它基于全球领先的开放系统硬件架构打造，并首次在乌镇互联网之光博览会重磅亮相。 （中科曙光官微） ...