Xin Lang Cai Jing·2026-01-28 05:25Group 1 - The core viewpoint of the news highlights the performance of the AI sector, particularly the rise of the Zhongzheng AI Theme Index and its constituent stocks, indicating a positive trend in the market [1] - The Zhongzheng AI Theme Index (930713) increased by 0.25%, with notable gains from stocks such as Beijing Junzheng (up 7.93%), Guanghuan Xinnet (up 4.95%), and others [1] - The AI Artificial Intelligence ETF (512930) also saw an increase of 0.38%, with the latest price reported at 2.4 yuan [1] Group 2 - Microsoft has launched its second-generation AI chip, Maia 200, aiming to reduce reliance on Nvidia, with production handled by TSMC and deployment in data centers in Iowa and Phoenix [1] - The chip's control software is now available for developers, although the timeline for Azure cloud service users to access servers based on this chip remains unclear [1] - Microsoft has alternative options for chip designs through its partnership with OpenAI, should internal development face challenges [1] Group 3 - According to GF Securities, the demand for high-frequency random access in vector databases driven by AI agents is significantly increasing, leading to a rise in eSSD capacity requirements for GPUs [2] - The NAND demand growth rate is projected to reach 21% by 2026, while supply constraints due to capital expenditure shifts towards HBM/DRAM are expected to limit capacity expansion [2] - TrendForce forecasts a substantial increase in NAND contract prices, with an annual rise of 105%-110% and a quarterly increase of 55%-60% in Q1 [2] Group 4 - The Zhongzheng AI Theme Index consists of 50 listed companies involved in providing resources, technology, and application support for AI, reflecting the overall performance of AI-related securities [2] - As of December 31, 2025, the top ten weighted stocks in the Zhongzheng AI Theme Index include companies like Zhongji Xuchuang and New Yisheng, accounting for 58.08% of the index [2]