SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2025-09-23 03:36Group 1: Market Performance - On September 22, the AI and robotics sectors showed strong performance, with the Moore Thread concept index leading the market. Key areas of activity included GPU, memory, and AI computing power [1] - 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] - The top-weighted stock, Chip Origin Technology, led gains with a 17.34% increase, while other notable performers included Amlogic (up 9.45%), Espressif Systems (up 8.18%), and Hengxuan Technology (up 7.29%) [1] Group 2: 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 in the second half of the year [4] - The year 2026 is anticipated to be crucial for the foldable screen market, with rumors of Apple's foldable product potentially revitalizing market demand through new discussions in software interaction and hardware design [4] Group 3: Industry 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 by 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 standardization and quality evaluation in China's humanoid robot data set sector [2] - LG Chem announced the establishment of a robotics automation laboratory in Daejeon, South Korea, aimed at enhancing the competitiveness of next-generation battery materials through automated analysis of raw materials [3] Group 4: ETF Highlights - The Robotics ETF (562500) is the only fund in the market with a scale exceeding 20 billion, offering the best liquidity and comprehensive coverage of the Chinese robotics industry [5] - The Huaxia Sci-Tech AI ETF (589010) is positioned as the "brain" of robotics, capturing the "singularity moment" in the AI industry with a 20% fluctuation limit and small to mid-cap elasticity [5]