Xin Lang Cai Jing·2025-09-25 02:06Core Insights - Alibaba announced a partnership with NVIDIA for Physical AI collaboration, covering various aspects such as data synthesis, model training, environmental simulation reinforcement learning, and model validation testing [1] - By 2032, the energy consumption of Alibaba Cloud's global data centers is projected to increase tenfold compared to 2022 [1] Market Performance - As of September 25, 2025, the CSI Artificial Intelligence Theme Index (930713) rose by 0.56%, with notable increases in component stocks such as Desay SV (7.56%), Inspur Information (6.31%), and 37 Interactive Entertainment (4.36%) [1] - The AI Artificial Intelligence ETF (512930) increased by 0.51%, with a latest price of 2.19 yuan, and has seen a cumulative increase of 3.03% over the past week [1] ETF Composition - The CSI Artificial Intelligence Theme Index tracks 50 listed companies involved in providing foundational resources, technology, and application support for artificial intelligence [2] - As of August 29, 2025, the top ten weighted stocks in the index accounted for 60.82% of the total index weight, including companies like NewEase (6.71%) and Zhongji Xuchuang (6.52%) [2] Stock Performance - The performance of key stocks within the index shows varied results, with Zhongji Xuchuang down by 1.63% and NewEase down by 1.25%, while Inspur Information saw a significant increase of 6.31% [4]