Nvidia(US:NVDA) 2 1 Shi Ji Jing Ji Bao Dao·2025-09-23 02:21Group 1 - A-shares experienced a high opening but closed lower on September 23, with the popular ETF, the Sci-Tech Innovation Board Artificial Intelligence ETF (588930), dropping by 1.2% and achieving a trading volume exceeding 58 million yuan [1] - The Sci-Tech Innovation Board Artificial Intelligence ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index, which selects 30 large-cap stocks involved in providing foundational resources, technology, and application support for artificial intelligence [1] - Nvidia and OpenAI announced a partnership on September 22, involving a significant investment of up to 100 billion USD from Nvidia and plans to build large AI data centers, which will consume energy equivalent to that used by 8 million American households [1] Group 2 - Global demand for AI computing power is continuously increasing, driven by major overseas companies ramping up capital expenditures, while domestic AI computing demand is also growing due to the development of local models and applications [2] - Domestic AI policies are being strengthened, making AI one of the most certain investment directions amid global macroeconomic fluctuations, with leading tech companies increasing their investments in computing power [2] - The domestic market is expected to see new opportunities in computing power business due to foreign computing power restrictions, suggesting a focus on AI applications and domestic computing-related stocks [2]