Mei Ri Jing Ji Xin Wen·2025-09-23 03:11Market Overview - On September 22, the AI and robotics sectors showed strong performance, with the Moer Thread concept index leading the market. Key areas of activity included GPU, memory, and AI computing power. The Huaxia Sci-Tech AI ETF (589010) surged by 3.81%, breaking through the five-day moving average with strong growth momentum. The total trading volume reached 889,600 lots, a four-month high [1] - Among the holdings, the third-largest weighted stock, Chip Origin Technology, led with a 17.34% increase. Other notable performers included Amlogic, which rose by 9.45%, and Espressif Systems, which increased by 8.18%. The Robotics ETF (562500) closed up 1.69%, with significant fluctuations during the day [1] - The liquidity for the Robotics ETF saw a net inflow of 56.52 million yuan, with 9 out of the last 10 trading days recording net inflows, totaling 1.809 billion yuan [1] Key Developments - OpenAI and NVIDIA announced an intention to establish a partnership, with NVIDIA planning to invest up to $100 billion to support data center and related infrastructure development. This collaboration aims to deploy at least 10 gigawatts of NVIDIA systems for OpenAI's next-generation AI infrastructure, with the first systems expected to be deployed in the second half of 2026 [2] - Zhiyuan Robotics recently received the first CR certification for humanoid robot datasets in the industry, marking a significant step in the standardization and quality evaluation of humanoid robot datasets in China [2] - LG Chem announced the establishment of a robotics automation laboratory at its research institute in Daejeon, South Korea, aimed at enhancing the competitiveness of next-generation battery materials through automated analysis of raw materials [3] Institutional Insights - China Galaxy Securities expressed optimism about the computing power sector, indicating it remains in a performance realization phase with relatively moderate valuation levels. The firm continues to favor PCB, domestic computing power, and IP licensing related to computing power for the second half of the year [4] Popular ETFs - The Robotics ETF (562500) is noted as the only ETF in the market with a scale exceeding 20 billion yuan, offering the best liquidity and comprehensive coverage of the Chinese robotics industry [5] - The Huaxia Sci-Tech AI ETF (589010) is characterized as the "brain" of robotics, with a 20% fluctuation limit and small-cap elasticity, aimed at capturing pivotal moments in the AI industry [5]