Sou Hu Cai Jing·2025-09-17 02:52Group 1 - The A-share market showed mixed performance on September 17, with the Shanghai Composite Index down 0.08%, while sectors like diversified finance, coal, and electric power networks saw gains, and precious metals and computer hardware faced declines [1] - The chip ETF (159995) experienced a slight decline of 0.12% as of 10:40 AM, with notable performances from stocks like SMIC up 5.66%, Zhongwei Company up 2.79%, and Tuojing Technology up 2.31%, while Longxin Technology and Haiguang Information lagged behind with increases of 4.30% and 3.80% respectively [1] - Oracle raised its cloud infrastructure revenue forecast, expecting FY1Q26 cloud infrastructure revenue to reach $3.3 billion, a 55% year-on-year increase, and projecting a significant 77% increase to $18 billion for FY26 due to rising demand from AI companies [1] - Guosen Securities noted that DeepSeek and Alibaba have increased their commitment to domestic computing power, with improvements in local advanced process capabilities, indicating a positive trend for the domestic computing power chain [1] Group 2 - The chip ETF (159995) tracks the Guozheng Chip Index, comprising 30 leading companies in the A-share chip industry across materials, equipment, design, manufacturing, packaging, and testing, including SMIC, Cambricon, Changdian Technology, and Northern Huachuang [2]