Xin Lang Cai Jing·2025-09-24 02:58Group 1 - The A-share market saw a low opening but rallied, with sectors such as semiconductor materials, chips, gaming, real estate, and innovative pharmaceuticals performing well [1] - The AI ETF (515070) experienced fluctuations but ultimately rose over 0.5%, with significant trading volume exceeding 170 million yuan and a total fund size surpassing 8.5 billion yuan [1] - Alibaba's executives stated that large models represent the next generation operating system, and AI cloud is the next generation computer, with plans for a substantial investment of 380 billion yuan in AI infrastructure [1] Group 2 - The AI ETF (515070) tracks the CS AI Theme Index (930713), focusing on companies providing technology, foundational resources, and application end stocks within the AI industry chain [2] - The top ten weighted stocks in the AI ETF include leading domestic technology firms such as Zhongji Xuchuang, Xinyi Sheng, and Keda Xunfei [2]