2 1 Shi Ji Jing Ji Bao Dao·2025-10-09 02:56Group 1 - The core viewpoint of the articles highlights a significant increase in the performance of chip-related ETFs and the overall positive sentiment in the semiconductor and AI sectors following recent announcements and developments [1][2][3] Group 2 - On the first trading day after the holiday, major indices rose collectively, with a notable surge in computing power-related stocks. The Tianhong Chip ETF (159310) increased by over 6%, with a net inflow of over 76 million yuan in the last five trading days [1] - The Tianhong Chip ETF (159310) tracks the CSI Chip Industry Index, with top holdings including SMIC, Northern Huachuang, and Cambrian [2] - AMD and OpenAI announced a 6 GW computing power agreement to support OpenAI's next-generation AI infrastructure, with the first deployment of 1 GW of AMD Instinct MI450 GPUs planned for the second half of 2026 [2] - Nvidia plans to invest up to $2 billion in Elon Musk's xAI, which is expected to raise $20 billion in this funding round, with $7.5 billion coming from equity and the remainder from debt [2] - The domestic AI model unicorn, Zhipu AI, released and open-sourced its new generation model GLM-4.6, which reportedly matches the coding capabilities of ClaudeSonnet4 [3] - The demand for global computing power, storage, and high-speed connectivity is entering an exponential growth phase, benefiting key sectors such as AI server manufacturing, PCB, optical communication, and liquid cooling [3]