2 1 Shi Ji Jing Ji Bao Dao·2025-11-04 02:21Group 1: Chip ETF Performance - The Chip ETF Tianhong (159310) saw an intraday increase of 0.68% with a premium rate of 0.09%, indicating frequent premium trading [1] - Among the constituent stocks, Zhongwei Company rose over 5%, with Huahai Qingke, Changdian Technology, and Hu Silicon Industry also experiencing gains [1] - The Chip ETF Tianhong has recorded a net inflow of over 20 million yuan over the past two trading days [1] Group 2: Cloud Computing ETF Performance - The Cloud Computing ETF Tianhong (517390) increased by 0.57%, with a year-to-date share growth rate of 426.08%, ranking first among similar products [1] - The Cloud Computing ETF tracks the CSI Hong Kong-Shanghai-Deep Cloud Computing Industry Index, providing access to competitive cloud computing assets across A-shares and Hong Kong stocks [1] Group 3: Strategic Partnerships in AI - Amazon Web Services (AWS) and OpenAI announced a strategic partnership worth $38 billion, aimed at enhancing OpenAI's AI workloads using AWS infrastructure over the next seven years [2] - IREN, an AI cloud service provider, signed a multi-year GPU cloud service contract with Microsoft valued at approximately $9.7 billion, including a 20% upfront payment [2] - IREN also reached an agreement with Dell to procure GPUs and related equipment for about $5.8 billion [2] Group 4: Market Trends and Recommendations - East China Securities noted a slow recovery in demand within the electronics industry, with storage chip price increases exceeding expectations [2] - The market is experiencing high funding enthusiasm, and there is a recommendation for strategic investments during market dips [2]