Nvidia(US:NVDA) 2 1 Shi Ji Jing Ji Bao Dao·2025-09-10 05:58Group 1 - The ChiNext Index rose over 2%, driven by gains in computing hardware, with Shenghong Technology up over 13%, Xiechuang Data up over 12%, and Zhongji Xuchuang up nearly 8% [1] - The Tianhong ChiNext ETF (159977) actively tracked the ChiNext Index, reflecting the performance of 100 representative ChiNext listed companies, and is currently considered the only undervalued broad-based index in the market [1] - The CSI All Share Securities Company Index (399975.SZ) fell by 0.19%, with Pacific Securities up over 2%, Xinda Securities up over 1%, and Guosheng Jinkong up nearly 1% [1] Group 2 - The Securities ETF (159841) closely tracks the CSI All Share Securities Company Index, which focuses on large-cap securities leaders in A-shares, including both traditional and fintech leaders [2] - Nvidia announced the launch of a dedicated GPU Rubin CPX designed to double the efficiency of current AI inference operations, particularly for applications requiring long context windows, with expected shipments by the end of 2026 [2] Group 3 - Meta's CEO Mark Zuckerberg announced plans to invest at least $600 billion in the U.S. by 2028 [3] - Nebius signed a commercial agreement with Microsoft to provide dedicated GPU infrastructure capacity over five years, with a total contract value of approximately $17.4 billion, potentially increasing to $19.4 billion [3] - Global AI investment reached $31.6 billion in the first half of 2024, an 84% year-on-year increase, with AI financing's share of total industry financing rising from 4.5% in 2022 to 12.1% in the first half of 2024 [3] Group 4 - Haitong International remains optimistic about the computer industry, highlighting AI as a key driver of technological revolution and industrial transformation, with a focus on the development of domestic AI infrastructure and applications [4]