Mei Ri Jing Ji Xin Wen·2025-09-22 05:06Group 1 - The core viewpoint is that OpenAI is engaging with suppliers to manufacture various hardware products, including a display-less smart speaker, wearable badges, glasses, and digital voice recorders, with Chinese companies like Luxshare Precision and GoerTek involved in the discussions [1][2]. - The AI ETF Huaxia (589010) has seen a significant increase of 2.15%, with 26 out of 30 component stocks rising, indicating strong market interest and liquidity, with a total trading volume exceeding 32 million yuan [1]. - OpenAI's hardware strategy is a crucial part of its "core AI subscription + open-source edge ecosystem" plan, and the reliance on Chinese suppliers for mass production highlights the importance of China's manufacturing capabilities in the global AI hardware landscape [2]. Group 2 - The AI ETF Huaxia closely tracks the Shanghai Stock Exchange's AI index, covering high-quality enterprises across the entire industry chain, benefiting from high R&D investment and policy support, which positions it well to capture the "singularity moment" in the AI industry [2].