Sou Hu Cai Jing·2025-09-23 01:49Group 1 - Nvidia's stock rose nearly 4%, reaching a record high following the announcement of a strategic partnership with OpenAI to establish AI data centers utilizing Nvidia's GPUs [1] - OpenAI plans to deploy at least 10GW of AI data centers and Nvidia is set to invest up to $100 billion in this collaboration [1] - The AI sector is experiencing a positive cycle of performance and capital expenditure, with significant acceleration in the domestic AI industry chain, including large models, computing power, and applications [1] Group 2 - As of September 22, 2025, the CSI Artificial Intelligence Theme Index (930713) increased by 1.51%, with notable gains from stocks such as Xinyi Sheng (5.83%) and Zhongji Xuchuang (5.79%) [1] - The AI Artificial Intelligence ETF (512930) opened high and rose by 1.54%, with a recent price of 2.18 yuan, and has seen a cumulative increase of 3.12% over the past week [1] - The AI Artificial Intelligence ETF has a turnover rate of 1.02% during trading, with a total transaction volume of 28.95 million yuan [2] Group 3 - The CSI Artificial Intelligence Theme Index includes 50 companies involved in providing foundational resources, technology, and application support for AI, reflecting the overall performance of AI-related stocks [2] - The top ten weighted stocks in the index account for 60.82%, with companies like Xinyi Sheng and Zhongji Xuchuang holding significant shares [2][4]