Meta Platforms(US:META) 2 1 Shi Ji Jing Ji Bao Dao·2025-10-16 02:01Core Viewpoint - The A-share market showed a collective low opening followed by a rebound, with the AI-focused ETF (588930) gaining 0.5% and attracting significant capital inflow, indicating strong investor interest in AI-related stocks [1] Group 1: ETF Performance - The AI ETF (588930) recorded a trading volume exceeding 4 million yuan and a turnover rate of 0.18% [1] - The ETF has seen a net capital inflow for four consecutive days, totaling nearly 130 million yuan [1] - Leading stocks within the ETF include Weisheng Information, Stone Technology, and Tianzhun Technology, which have shown notable price increases [1] Group 2: Market Context - The AI ETF closely tracks the Shanghai Stock Exchange's AI Index (950180.CSI), which comprises 30 large-cap companies involved in providing foundational resources, technology, and application support for AI [1] - Meta, a major U.S. tech company, announced a $1.5 billion investment to build a new data center in Texas, marking its 29th facility globally to enhance AI computing infrastructure [1] - This investment is part of Meta's strategy to maintain a competitive edge in the AI race [1] Group 3: Industry Outlook - According to Xinda Securities, AI infrastructure investment is still in its early stages, with increasing demand for computing power driven by model upgrades in both domestic and international AI sectors [1] - The short-term stock prices may be influenced by international conditions and market sentiment, but the long-term growth logic of the AI sector remains promising [1] - Yongxing Securities suggests that collaboration among overseas tech giants to enhance AI computing power could accelerate the iteration and upgrade of AI large models, benefiting companies within the AI computing supply chain [2]