Nvidia(US:NVDA) Mei Ri Jing Ji Xin Wen·2025-09-23 02:16Group 1 - The collaboration between Nvidia and OpenAI has led to a significant increase in the AI sector, with Nvidia committing up to $100 billion (approximately 711.5 billion RMB) for a large data center project, marking its largest investment to date [1] - Nvidia's stock price surged nearly 4%, reaching a historical high and pushing its market capitalization close to $4.5 trillion [1] - The demand for optical modules remains strong, driven by the ongoing AI computing expansion cycle, with overseas giants accelerating deployment in the AI computing arms race [1] Group 2 - The first AI-focused ETF on the ChiNext market (159363) has over 70% of its portfolio allocated to computing power and more than 20% to AI applications, effectively capturing AI market trends [2] - As of September 22, the latest scale of the ChiNext AI ETF (159363) exceeded 4.3 billion RMB, with an average daily trading volume of over 1.3 billion RMB in the past month, ranking first among six ETFs tracking the ChiNext AI index [2]