AMD(US:AMD) 2 1 Shi Ji Jing Ji Bao Dao·2025-10-13 02:47Group 1: Market Performance - The Computer ETF (159998) opened lower but rebounded, with a trading volume exceeding 80 million yuan and a net inflow of over 25 million yuan on October 10 [1] - The Cloud Computing ETF (517390) declined by 1.8%, with a trading volume exceeding 20 million yuan, and had a net inflow of over 50 million yuan over the last five trading days [1] Group 2: Industry Developments - The Ministry of Industry and Information Technology and the National Standardization Administration issued guidelines for the construction of a cloud computing standardization system, aiming to establish over 30 national and industry standards by 2027 [1] - AMD announced a multi-year partnership with OpenAI to provide approximately 6GW of AI acceleration chips, valued at hundreds of billions of dollars, which includes a potential 10% stake in AMD for OpenAI [2] - IDC reported that the Chinese accelerated server market is expected to reach 16 billion dollars in the first half of 2025, more than doubling from the previous year, with projections exceeding 140 billion dollars by 2029 [2] Group 3: Investment Insights - The Computer ETF tracks the CSI Computer Theme Index, which includes companies involved in IT services, application software, system software, and computer hardware [3] - The collaboration between AMD and OpenAI is seen as a significant shift in the competitive landscape of computing power, with AMD emerging as a key player in the chip market [4] - The domestic computer industry is experiencing a new catalyst for growth, with the potential for a trillion-level market in the information technology innovation sector [3]