SoftBank(US:SOBKY) Mei Ri Jing Ji Xin Wen·2025-10-28 06:05Group 1 - The core viewpoint of the article highlights the performance of the Sci-Tech Innovation Artificial Intelligence ETF (589010), which is experiencing a weak and volatile trading session, currently priced at 1.474 yuan with a decline of 1.07% [1] - The ETF saw a morning peak at 1.502 yuan before a quick pullback, stabilizing around 1.47 yuan in the afternoon, indicating a low-level consolidation pattern [1] - Among the 30 constituent stocks, 11 stocks rose while 19 fell, showcasing a significant structural market trend [1] Group 2 - Kingsoft Office and Foxit Software led the gains with over 6% increase, supported by the software and domestic innovation sectors [1] - Conversely, high-valuation chip stocks like Lexin Technology, Optoelectronics, and Cambrian faced the largest declines, reflecting a phase of profit-taking pressure in the AI hardware sector [1] - The ETF's trading volume exceeded 0.94 billion yuan in half a day, indicating active trading and sufficient turnover of shares [1] Group 3 - Recent news indicates that SoftBank has approved an additional investment of $22.5 billion in OpenAI [1] - According to Guosheng Securities, the increasing demand for large model calls and continuous investment in computing power by major domestic and international companies will boost the domestic computing power industry chain, including sectors like optical modules and PCBs [1] - Domestic chipmaker SMIC is expected to increase its production capacity, which may facilitate breakthroughs in domestic AI chip development [1] Group 4 - The Sci-Tech Innovation Artificial Intelligence ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, covering high-quality enterprises across the entire industry chain [1] - The ETF benefits from high R&D investment and policy support, with a 20% price fluctuation limit and the flexibility of small and mid-cap stocks aiding in capturing the "singularity moment" of the AI industry [1]