Mei Ri Jing Ji Xin Wen·2025-09-25 07:30Group 1 - A-shares experienced a slight adjustment after a significant rise, with the Shanghai Composite Index opening down 0.03% and the ChiNext Index down 0.56% [1] - The 5G Communication ETF (515050) saw a minor decline of 0.05% but had a strong inflow of nearly 460 million yuan in net subscriptions during the previous day [1] - Alibaba announced a collaboration with NVIDIA for Physical AI at the 2025 Cloud Summit, with plans to invest 380 billion yuan in AI infrastructure [1] Group 2 - The 5G Communication ETF (515050) tracks the CSI 5G Communication Theme Index and has a current scale exceeding 9 billion yuan [2] - Key holdings in the ETF include companies like Xin Yiseng, Zhongji Xuchuang, and Lixun Precision, with the top ten holdings accounting for 62.27% of the total weight [2] - The ETF has a significant focus on the supply chains of NVIDIA, Apple, and Huawei, with CPO concept stocks making up 38% and PCB stocks 14% of the weight [2]