Nvidia(US:NVDA) Mei Ri Jing Ji Xin Wen·2025-09-23 02:29Group 1 - The AI sector is experiencing strong growth, with the 5G Communication ETF (515050) rising over 2% as of September 23, driven by significant investments and strategic partnerships in the industry [1] - Nvidia plans to invest up to $100 billion in OpenAI, which will utilize Nvidia's systems to create and deploy AI data centers with at least 10 GW capacity, using millions of GPUs for training next-generation AI models [1] - OpenAI is collaborating with leading Chinese tech companies, including a strategic partnership with Luxshare Precision to develop a revolutionary AI device aimed at consumers, currently in the prototype stage [1] Group 2 - The Chinese overseas computing power industry is transitioning from "performance realization" to a "expectation amplification" phase, with local companies meeting the demands of global cloud giants for high-speed optical modules and switching equipment [2] - Key players in the optical module sector are reporting significant growth, with New East Wisdom's revenue increasing by 282.64% and net profit by 355.68% in the first half of 2025, while Zhongji Xuchuang's revenue and net profit grew by 36.95% and 76.26%, respectively [2] - Chinese ODM/JDM manufacturers are playing a crucial role in producing high-rate data center switches for top global brands [2] Group 3 - The 5G Communication ETF (515050) tracks the CSI 5G Communication Theme Index, with a total scale exceeding 8 billion yuan, focusing on the supply chains of Nvidia, Apple, and Huawei [3] - The optical module CPO concept stocks account for 38% of the ETF, while PCB circuit board concept stocks make up 14% [3] - The AI ETF (159381) tracks the ChiNext AI Index, with optical module CPO stocks representing over 50% of its weight, featuring New East Wisdom, Zhongji Xuchuang, and Tianfu Communication as the top three holdings [3]