OpenAI未来三年投资超4500亿美元，AI人工智能ETF(512930)盘中快速拉升，近1周涨幅排名可比基金首位

Group 1 - OpenAI, Oracle, and Related Digital announced the establishment of the "STARGATE" data center in Michigan, set to start in 2026, with a planned capacity exceeding 8 gigawatts and an investment of over $450 billion in the next three years [1] - As of October 31, 2025, the CSI Artificial Intelligence Theme Index (930713) decreased by 1.74%, with mixed performance among constituent stocks [1] - The AI Artificial Intelligence ETF (512930) fell by 1.82%, with the latest price at 2.16 yuan, but showed a 5.61% increase over the past week, ranking in the top quarter among comparable funds [1] Group 2 - The CSI Artificial Intelligence Theme Index tracks 50 listed companies involved in providing foundational resources, technology, and application support for artificial intelligence [2] - As of September 30, 2025, the top ten weighted stocks in the CSI Artificial Intelligence Theme Index accounted for 61.36% of the index, with New Yisheng (300502) and Zhongji Xuchuang (300308) being the top two [2] Group 3 - The performance of the top ten stocks in the CSI Artificial Intelligence Theme Index showed varied results, with New Yisheng (300502) down by 5.08% and Keda Xunfei (002230) up by 3.09% [4]