EOPTOLINK(SZ:300502) Mei Ri Jing Ji Xin Wen·2025-09-29 05:31Core Viewpoint - The article highlights the positive momentum in the AI sector, driven by significant collaborations among major players like Nvidia and OpenAI, as well as the strong fundamentals of the AI industry chain, suggesting a promising outlook for investments in AI-related companies and ETFs [1]. Group 1: Market Performance - On September 29, the Shanghai Composite Index rebounded after hitting a low, with all three major indices rising. The AI-focused ChiNext ETF (Hua Xia, 159381) saw a gain of 1.64% and a trading volume of 171 million yuan [1]. - Key stocks within the ETF, including Qihua Data, Guangku Technology, and New Yi Sheng, experienced significant price increases [1]. Group 2: AI Industry Developments - Major advancements in the AI sector were reported, with Nvidia and OpenAI announcing a partnership, and Alibaba Cloud collaborating with Nvidia in the Physical AI domain, indicating robust growth in the AI industry chain [1]. - Tianfeng Securities expressed optimism that 2025 could be a pivotal year for domestic AI infrastructure competition and application development [1]. Group 3: Investment Opportunities - The ChiNext AI ETF (Hua Xia, 159381) tracks the ChiNext AI Index, focusing on leading companies in the AI industry chain, with over 50% weight in optical module CPOs, while also covering domestic software and AI application firms [1]. - The ETF features a 20% daily price fluctuation limit, highlighting its high growth and elasticity characteristics, with a management fee of 0.15% and a custody fee of 0.05%, the lowest among similar products, facilitating low-cost investment in AI [1].