OpenAI与软银达成新合作！科创人工智能ETF华夏(589010) 早盘放量上涨2%，合合信息涨超12%

Group 1 - The core viewpoint is that the AI sector is experiencing significant growth, as evidenced by the strong performance of the Sci-Tech Innovation AI ETF, which rose by 2.00% and showed resilience in trading despite market fluctuations [1] - The ETF's holdings, including companies like Hehe Information, Haitan Ruisheng, and Zhongke Xingtou, saw substantial gains exceeding 11%, indicating strong investor interest in core assets within the AI industry [1] - Trading volume was robust, with over 213 million yuan in transactions within the first half hour of trading, reflecting a high turnover rate of nearly 7%, which suggests strong liquidity and recognition of the long-term value in the AI sector [1] Group 2 - SB Energy, a subsidiary of SoftBank, is collaborating with OpenAI to develop the Stargate AI infrastructure platform, with both companies investing $500 million each [2] - OpenAI has selected SB Energy to build and operate a 1.2 GW data center in Texas, which is expected to create thousands of construction jobs, highlighting the economic impact of AI infrastructure projects [2] - According to CITIC Securities, the user penetration rate of AI large models is still low, indicating that the development of these models is in its early to mid-stages, with significant capital expenditure expected to grow alongside revenue from large models [2] Group 3 - The Sci-Tech Innovation AI ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, covering high-quality enterprises across the entire industry chain, benefiting from high R&D investment and policy support [3] - The ETF's design allows for a 20% price fluctuation limit, which, combined with the elasticity of small and medium-sized stocks, aids in capturing the "singularity moment" of the AI industry [3]