2 1 Shi Ji Jing Ji Bao Dao·2025-09-23 02:21Group 1 - The A-share market indices opened higher on September 23, with the electronic sector showing significant gains, particularly the electronic ETF (159997) which rose by 0.47% and had a trading volume exceeding 15 million yuan [1] - The electronic ETF (159997) tracks the CSI Electronic Index, which includes companies involved in semiconductor production, computer storage, retail of electronic products, and consumer electronics manufacturing, reflecting the overall performance of the electronic sector [1] - On September 22, the electronic ETF (159997) experienced a net inflow of 23.47 million yuan, indicating strong investor interest [2] Group 2 - Nvidia and OpenAI announced a partnership to build a large-scale data center, with Nvidia potentially investing up to 100 billion dollars, which will utilize 10 gigawatts of power for AI model training, equivalent to the electricity consumption of 8 million American households [2] - Wedbush raised Apple's target price from 270 dollars to 310 dollars due to strong demand for the iPhone 17 series, suggesting a significant upgrade cycle for Apple after years of low product launches [2] - Zheshang Securities highlighted that the semiconductor sector is experiencing an upward demand cycle, driven by AI as a core growth engine, and remains optimistic about the performance of related sectors in the second half of the year [3]