Mei Ri Jing Ji Xin Wen·2025-11-04 02:47Group 1 - The A-share computing power sector has seen a significant rise, with companies like Shenzhen South Circuit, Zhongji Xuchuang, and Xinyi Sheng increasing by over 3% as of 9:48 AM on November 4 [1] - The 5G Communication ETF (515050) and the Huaxia Entrepreneurial Board Artificial Intelligence ETF (159381) both rose over 1%, surpassing the 20-day moving average [1] - Recent fluctuations in the computing power market have led to increased capital inflow into core computing assets, with the Huaxia Entrepreneurial Board Artificial Intelligence ETF attracting nearly 200 million yuan in net subscriptions over the past five trading days [1] Group 2 - First Shanghai Securities expresses strong optimism regarding the sustained high growth of AI-driven computing power demand, noting that both domestic and international AI applications are reaching a commercialization inflection point [2] - It is anticipated that domestic computing power production bottlenecks will soon be broken, with a forecast for a significant increase in domestic chip production by 2026 [2] - The commercial acceleration of overseas AI giants like OpenAI is expected to drive widespread adoption of AI applications, maintaining high demand for computing hardware [2] Group 3 - Amazon Web Services (AWS) has announced a long-term strategic partnership with OpenAI, providing infrastructure support valued at $38 billion, which includes advanced NVIDIA GPUs and scalable CPU resources for OpenAI's generative AI workloads [1][2]