AMD(US:AMD) Mei Ri Jing Ji Xin Wen·2025-10-09 06:47Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index has risen by 1.88%, with notable increases in constituent stocks such as Chip Origin Co., Ltd. up 12.02%, and Yingxi Network up 6.82% [1] - The Huaxia Sci-Tech Artificial Intelligence ETF (589010) has seen a 1.87% increase, marking its third consecutive rise, with the latest price at 1.58 yuan [1] - The trading volume for the Huaxia Sci-Tech Artificial Intelligence ETF reached 1.42 billion yuan, indicating active market participation, with a turnover rate of 18.72% [1] Group 2 - AMD and OpenAI announced a 6 GW computing power agreement to support OpenAI's next-generation AI infrastructure, with the first 1 GW of AMD Instinct MI450 GPUs set to be deployed in the second half of 2026 [2] - The focus of AI infrastructure is shifting from training to inference, with clearer business models emerging for AI applications, as highlighted by the release of Sora 2.0 [2] - OpenAI's partnerships with major companies like Samsung and SK Hynix for storage and GPU orders indicate a growing demand for AI infrastructure, benefiting the related computing power industry chain [2]