突发！最火爆板块生变？

Group 1: AI Industry Developments - OpenAI has partnered with Luxshare Precision to produce future OpenAI devices, marking a significant move into consumer hardware [3] - OpenAI is also in talks with GoerTek for component supply, aiming to launch products like smart glasses and wearable devices by late 2026 or early 2027 [3] - This collaboration is seen as a critical step in OpenAI's strategy to integrate software and hardware, potentially establishing a new industry standard for "AI-native" devices [3] Group 2: Oracle's Cloud Computing Agreements - Oracle is negotiating a multi-year cloud computing agreement worth approximately $20 billion with Meta to provide the necessary computing power for AI model training and deployment [7] - Following this, Oracle's stock rose by 4%, with a year-to-date increase of 85% [7] - Oracle has previously signed a $300 billion computing power deal with OpenAI, indicating its growing role as a key supplier in AI infrastructure [8] Group 3: Japanese Central Bank's ETF Reduction Plan - The Bank of Japan has announced a plan to gradually sell off its ETF holdings at a rate of approximately 3.3 trillion yen per year, marking the first specific plan for ETF disposal [9] - As of March this year, the Bank of Japan held ETFs valued at around 37 trillion yen, with a market value exceeding 74 trillion yen [10] - The governor of the Bank of Japan stated that the ETF sale could take over 100 years at the current pace, but the plan allows for flexibility in response to market fluctuations [10]