AMD(US:AMD) Xin Lang Cai Jing·2025-10-09 01:57Core Insights - AMD and OpenAI announced a 6 GW computing power agreement to support OpenAI's next-generation AI infrastructure with multiple generations of AMD Instinct GPUs, with the first 1 GW deployment of AMD Instinct MI450 GPUs planned for the second half of 2026, leading to an over 11% increase in AMD's stock price [1] Group 1: Market Performance - The CSI Artificial Intelligence Theme Index (930713) rose by 1.35% as of October 9, 2025, with notable increases in constituent stocks such as Lanqi Technology (688008) up by 5.88%, Inspur Information (000977) up by 5.62%, and Zhongji Xuchuang (300308) up by 4.29% [1] - The AI Artificial Intelligence ETF (512930) increased by 1.18%, with the latest price at 2.23 yuan, and a turnover rate of 1.04% during the trading session, amounting to 33.35 million yuan [1] Group 2: ETF Details - The AI Artificial Intelligence ETF closely tracks the CSI Artificial Intelligence Theme Index, which selects 50 listed companies involved in providing foundational resources, technology, and application support for artificial intelligence [2] - As of September 30, 2025, the top ten weighted stocks in the CSI Artificial Intelligence Theme Index accounted for 61.36% of the index, including companies like Xinyi Technology (300502) and Zhongji Xuchuang (300308) [2] Group 3: Stock Performance - The top ten stocks by weight in the CSI Artificial Intelligence Theme Index showed varied performance, with Zhongji Xuchuang (300308) increasing by 4.29% and Xinyi Technology (300502) by 0.61%, while companies like Haowei Group (603501) and Kingsoft Office (688111) experienced declines [4]