截至2026年1月5日09:51，中证数字经济主题指数强势上涨2.48%，成分股中微公司上涨11.62%，兆易创 新上涨7.24%，柏楚电子上涨6.56%，拓荆科技，澜起科技等个股跟涨。数字经济ETF(560800)上涨 2.44%。（文中所列示股票为指数成份股，仅做示意不作为个股推荐。过往持仓情况不代表基金未来的 投资方向，也不代表具体的投资建议，投资方向、基金具体持仓可能发生变化，投资需谨慎） 据Wind数据显示，流动性方面，拉长时间看，截至12月31日，数字经济ETF近1年日均成交2091.96万 元。 消息方面，2026年1月4日，百度集团官宣分拆旗下AI芯片企业昆仑芯赴港独立上市。据百度公告显 示，昆仑芯已于1月1日以保密形式向港交所递交主板上市申请，分拆完成后仍将为百度附属公司。 数字经济ETF紧密跟踪中证数字经济主题指数，选取涉及数字经济基础设施和数字化程度较高的应用领 域上市公司证券作为指数样本，以反映数字经济主题上市公司证券的整体表现。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 据Wind数据显示，截至2025年12月31日，中证数字经济主题指数前十大权重股分别 ...

Group 1 - The core viewpoint of the news highlights the positive performance of the digital economy theme index and its constituent stocks, with significant gains observed in companies like Shengbang Co., SanHuan Group, and others [1] - The digital economy ETF (560800) has shown a 0.51% increase, with a notable trading volume of 813.10 million yuan and a one-year average daily trading volume of 2.12 million yuan [1] - Shanghai Jiao Tong University has made a technological breakthrough in the next-generation optical chip field, while Samsung has launched the industry's first 2nm process smartphone application processor, the Exynos 2600 [1] Group 2 - According to Dongfang Caifu, AI inference technology is driving structural opportunities in key areas such as storage, ASIC, and domestic computing power [2] - The storage sector is experiencing increased demand from data centers, coupled with breakthroughs in domestic storage technology, leading to an upward trend in the industry [2] - The domestic ASIC chip market is benefiting from the rising demand for AI inference customization, with local CSP manufacturers accelerating their market share growth [2] Group 3 - As of November 28, 2025, the top ten weighted stocks in the digital economy theme index account for 54.6% of the index, including companies like Dongfang Caifu, Cambricon, and others [3] - The digital economy ETF closely tracks the digital economy theme index, selecting listed companies with high digitalization levels and infrastructure [2][3]

截至2025年12月15日 09:48，中证数字经济主题指数下跌0.71%。成分股中微公司领涨，北方华创、华润微跟涨；纳思达领跌，澜起科技、拓荆科技跟跌。 数字经济ETF(560800)下修调整。（文中所列示股票为指数成份股，仅做示意不作为个股推荐。过往持仓情况不代表基金未来的投资方向，也不代表具体的 投资建议，投资方向、基金具体持仓可能发生变化，投资需谨慎） 消息方面，随着Token调用量持续攀升，在全球AI推理需求快速增长的驱动下，海外CSP进一步加大算力基础设施投入，AI推理相关资本开支持续上行。 25Q3海外四大CSP的资本开支合计979亿美元，qoq+10%，延续了季度间上升的趋势。相较之下，国内整体算力资本开支仍处于追赶阶段。尽管国内CSP与 海外巨头在投入总量上仍存在一定差距，但从Token调用量与业务规模来看，字节等头部厂商已接近谷歌体量。 东海证券指出，国产GPU企业在技术积累和生态构建方面与国际领先企业仍有差距，但已实现单芯片支持AI计算、图形渲染等技术突破。当前电子行业需 求持续复苏，供给有效出清，国产化力度超预期，半导体设备、关键零部件和存储涨价等环节存在结构性机会。（文中所列示的行业 ...

数字经济ETF紧密跟踪中证数字经济主题指数，选取涉及数字经济基础设施和数字化程度较高的应用领域上市公司证券作为指数样本，以反映数字经济主题 上市公司证券的整体表现。 据Wind数据显示，截至2025年11月28日，中证数字经济主题指数前十大权重股分别为东方财富、寒武纪、中芯国际、海光信息、北方华创、中科曙光、澜 起科技、兆易创新、汇川技术、中微公司，前十大权重股合计占比54.6%。（以上所列示股票为指数成份股，仅做示意不作为个股推荐。过往持仓情况不代 表基金未来的投资方向，也不代表具体的投资建议，投资方向、基金具体持仓可能发生变化。市场有风险，投资需谨慎） | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 300059 | 东方财富 | 0.18% | 8.64% | | 688981 | 中芯国际 | -0.80% | 7.17% | | 688256 | 寒武纪 | -1.59% | 6.98% | | 688041 | 海光信息 | -3.53% | 5.91% | | 002371 | 北方华创 | -1.11% | 5.02% | | 68 ...

据Wind数据显示，截至2025年11月28日，中证数字经济主题指数前十大权重股分别为东方财富、寒武纪、中芯国际、海光信息、北方华创、中科曙光、澜 起科技、兆易创新、汇川技术、中微公司，前十大权重股合计占比54.6%。（以上所列示股票为指数成份股，仅做示意不作为个股推荐。过往持仓情况不代 表基金未来的投资方向，也不代表具体的投资建议，投资方向、基金具体持仓可能发生变化。市场有风险，投资需谨慎） 截至2025年12月11日 10:16，中证数字经济主题指数下跌0.65%。成分股澜起科技领涨，拓荆科技、盛美上海跟涨；海光信息领跌，金山办公、寒武纪跟 跌。数字经济ETF(560800)下修调整。（文中所列示股票为指数成份股，仅做示意不作为个股推荐。过往持仓情况不代表基金未来的投资方向，也不代表具 体的投资建议，投资方向、基金具体持仓可能发生变化，投资需谨慎） 据Wind数据显示，流动性方面，数字经济ETF盘中换手0.97%，成交621.49万元。规模方面，数字经济ETF近1周规模增长705.04万元，实现显著增长。 消息方面，摩根士丹利最新报告显示，供应链端传出了明确的TPU订单增加信号，将谷歌TPU在2027年和 ...

Core Insights - The digital economy theme index has seen a decline of 1.75% as of December 10, 2025, with notable movements among constituent stocks [1] - The digital economy ETF has experienced a significant scale increase of 15.91 million yuan over the past week, indicating strong investor interest [1] - A new AI foundation has been established by OpenAI, Anthropic, and Block, supported by major tech companies, aiming to transition AI systems from experimental to practical applications [1] Industry Analysis - The artificial intelligence industry is currently in a high prosperity cycle, presenting long-term growth potential as a core investment theme [2] - Key investment directions include computing infrastructure, which is essential for AI development, and the commercialization of AI applications, indicating a shift from technology exploration to value realization [2] - The digital economy ETF closely tracks the digital economy theme index, selecting companies involved in digital infrastructure and high digitalization applications to reflect overall performance [2] Stock Performance - The top ten weighted stocks in the digital economy theme index account for 54.6% of the index, with notable stocks including Dongfang Caifu, Cambricon, and SMIC [3] - Specific stock performances include Dongfang Caifu down by 0.95%, SMIC down by 2.24%, and Zhongke Shuguang down by 10.00%, indicating varied performance among leading companies [4]

Core Insights - The China Securities Digital Economy Theme Index has seen a strong increase of 1.58%, with notable gains in constituent stocks such as Zhongke Xingtou (3.14%), Lanke Technology (2.96%), and Haiguang Information (2.87%) [1] - The Digital Economy ETF (560800) also rose by 1.55%, reflecting the overall positive trend in the digital economy sector [1] - According to Wind data, the Digital Economy ETF experienced a significant increase of 4 million shares in the past month, indicating strong investor interest [1] Industry Overview - The global semiconductor market is projected to reach $975 billion by 2026, representing a year-on-year growth of over 25%, driven primarily by demand from AI and data centers [1] - Huaxi Securities believes that the domestic AI chip localization process is an inevitable long-term trend, suggesting that the current period is optimal for the development of domestic chips [1] - The Digital Economy ETF closely tracks the China Securities Digital Economy Theme Index, selecting companies involved in digital economy infrastructure and high digitalization applications to reflect the overall performance of the digital economy theme [1] Key Stocks - The top ten weighted stocks in the China Securities Digital Economy Theme Index account for 54.6% of the index, with notable companies including Dongfang Caifu (8.64%), Zhongxin International (7.17%), and Hanwei Technology (6.98%) [2][3] - The performance of these stocks varies, with Dongfang Caifu increasing by 2.75% and Zhongxin International by 2.41%, while Zhongwei Company saw a decline of 1.06% [3]

华泰证券认为，GPU作为智能计算的关键硬件，其应用已从传统图形渲染扩展至人工智能训练与推理、科学计算、工业仿真及数字孪生等高算力场景，据 Verified Market Research和中商产业研究院数据，2024年全球GPU市场规模达774亿美金，中国市场规模约1073亿元，预计2025-2030年全球GPU市场规模 CAGR达35.19%，在政策推动与算力需求快速增长背景下，中国GPU产业亦将进入快速发展期。（文中所列示的行业仅供参考，不预示本基金未来表现，不 作为投资收益保证，也不构成对具体行业的投资建议） 数字经济ETF紧密跟踪中证数字经济主题指数，选取涉及数字经济基础设施和数字化程度较高的应用领域上市公司证券作为指数样本，以反映数字经济主题 上市公司证券的整体表现。 据Wind数据显示，截至2025年11月28日，中证数字经济主题指数前十大权重股分别为东方财富、寒武纪、中芯国际、海光信息、北方华创、中科曙光、澜 起科技、兆易创新、汇川技术、中微公司，前十大权重股合计占比54.6%。（以上所列示股票为指数成份股，仅做示意不作为个股推荐。过往持仓情况不代 表基金未来的投资方向，也不代表具体的投资建议， ...

Core Insights - The digital economy theme index has seen a decline of 0.64% as of December 2, 2025, with specific stocks like Tuojing Technology leading gains while Nasta led losses [1] - The first Global Internet of Things Conference highlighted the rapid growth of the digital economy, projected to exceed $40 trillion this year, with a global IoT connection forecast to surpass 30 billion [2] - The digital economy ETF closely tracks the digital economy theme index, focusing on companies with high digitalization levels [3] Market Performance - The digital economy ETF (560800) experienced a turnover of 0.88% with a transaction volume of 5.6556 million yuan, and its scale increased by 9.5608 million yuan over the past week [1] - In the last 21 trading days, there were 11 days of net inflow totaling 14.7958 million yuan, indicating strong investor interest [1] Industry Trends - The digital economy is growing at an annual rate of 8%, with China's digital economy expected to exceed 80 trillion yuan, supported by over 1.2 million companies meeting advanced digital economy conditions [2] - The AI industry is showing robust growth, with a leading global AI company exceeding revenue expectations for Q3 and providing optimistic guidance for Q4, reflecting strong demand for AI computing power [2] Key Stocks - The top ten weighted stocks in the digital economy theme index account for 54.6% of the index, with companies like Dongfang Wealth, Cambricon, and SMIC among the leaders [3][4]

Group 1 - The core viewpoint of the articles highlights the growth of the digital economy and semiconductor industry, driven by advancements in AI computing power and smart driving demand, with significant long-term growth potential in China's chip design sector [1][2][4] - The CSI Digital Economy Theme Index has shown a 0.47% increase, with notable gains in constituent stocks such as Jinghe Integrated (up 11.22%) and Tuojing Technology (up 6.66%) [1] - The digital economy ETF has experienced a substantial increase in scale, with a growth of 861.84 million yuan over the past week and an increase of 22 million shares this month [1][2] Group 2 - The semiconductor industry is expected to continue its growth trajectory, with a forecasted recovery in 2024 and further expansion in 2025, driven by demand from AI computing, data centers, and smart driving [2] - The top ten weighted stocks in the CSI Digital Economy Theme Index account for 53.93% of the index, with companies like Dongfang Wealth and Cambricon leading the list [2][4] - The index is designed to reflect the overall performance of listed companies involved in digital economy infrastructure and high digitalization applications [2]