摩尔线程过会、阿里发布128卡超节点，芯片ETF天弘（159310）早盘获净申购900万份，电子ETF（159997）涨0.29%

Group 1: Market Performance - A-shares indices collectively rose on September 29, with significant performance in the new energy sector and active consumer electronics concepts [1] - The electronic ETF (159997) saw a half-day increase of 0.29% with a trading volume exceeding 35 million yuan, featuring notable gains from stocks like Changying Precision and Lingyi iTech [1] - The chip ETF Tianhong (159310) experienced a slight decline of 0.65% but attracted a net subscription of 9 million units in the morning session [1] Group 2: Industry Developments - Major smartphone manufacturers are in a product launch phase, with Xiaomi releasing the Xiaomi 17 at a starting price of 4,499 yuan, and Apple unveiling the iPhone 17 series [2] - Continuous positive outlook for AI edge devices and related investment opportunities, with expectations for Apple’s phone and headphone sales to exceed forecasts [2] - The electronic ETF (159997) tracks the CSI Electronic Index, which includes companies involved in semiconductor production, electronic manufacturing, and consumer electronics [2] Group 3: AI and Computing Infrastructure - Positive developments in the computing and chip sectors, including the successful listing of Moole Technology, which aims to raise 8 billion yuan for AI chip development [3] - Alibaba Cloud launched a new generation of AI servers, capable of supporting multiple AI chips, enhancing computing density [3] - OpenAI, Oracle, and SoftBank announced plans to build five AI data centers in the U.S. with an investment exceeding 400 billion yuan, part of a larger AI infrastructure initiative [3] Group 4: Investment Outlook - Analysts remain optimistic about AI computing hardware and related sectors, focusing on high-growth areas such as AI and humanoid robotics [4] - The semiconductor, computer equipment, software development, and automation sectors are expected to show strong growth in the upcoming quarterly reports [4]