Group 1 - OpenAI is increasing its secondary stock sale to $10.3 billion, raising over $4 billion, with a valuation reaching $500 billion, up from $300 billion earlier this year [1] - OpenAI is currently the only AI large model and application company with an annual revenue exceeding $10 billion, indicating potential acceleration in AI application development [1] - The online consumption ETF fund, which tracks the CSI Hong Kong-Shenzhen Online Consumption Theme Index, is expected to benefit from the explosion of AI applications [1] Group 2 - The CSI Hong Kong-Shenzhen Online Consumption Theme Index has a latest PE-TTM of 23.04, which is at a historical low, being below 82.38% of the time over the past five years [2] - The index includes 50 listed companies involved in online shopping, digital entertainment, online education, and telemedicine, reflecting the overall performance of online consumption theme companies in the mainland and Hong Kong markets [2] - As of August 29, 2025, the top ten weighted stocks in the index account for 51.84%, including Tencent, Alibaba, Kuaishou, Meituan, JD Health, and others [2]
OpenAI估值提升至5000亿美元，“AI应用ETF”——线上消费ETF基金（159793）涨近1%
Xin Lang Cai Jing·2025-09-04 02:09