Group 1 - The A-share technology stocks continue to strengthen, with the Sci-Tech Innovation Index rising nearly 1% on September 25, 2023 [1] - The Tianhong Sci-Tech Innovation Index ETF (589860) increased by 0.90%, with a trading volume exceeding 28 million yuan, indicating active trading [1] - In the robotics sector, the Robotics ETF (159770) rose by 0.44%, with a trading volume exceeding 200 million yuan and a turnover rate of over 2.5% [1] Group 2 - The Robotics ETF (159770) received a net subscription of 12 million units, reflecting strong investor interest [2] - The Tianhong Sci-Tech Innovation Index ETF closely tracks the Sci-Tech Innovation Index, which covers approximately 97% of the market capitalization of the Sci-Tech Innovation Board, focusing on small-cap hard technology companies [2] - The Robotics ETF tracks the CSI Robotics Index, which includes companies involved in system solutions, digital workshops, automation equipment manufacturing, and other robotics-related sectors [2] Group 3 - Alibaba Cloud and NVIDIA have reached a collaboration in the Physical AI field, integrating NVIDIA's software stack into Alibaba's AI platform to enhance development cycles for applications like embodied intelligence and assisted driving [3] - Qualcomm's China Chairman indicated that the future scale of robotics and wearable devices could equal or exceed that of smartphones, highlighting the growth potential in these sectors [3] - Recent developments in the robotics industry, including Tesla's announcement of a compensation plan linked to the delivery of 1 million Optimus humanoid robots, have boosted market sentiment [3] Group 4 - CITIC Securities noted that the humanoid robotics index's performance is significantly influenced by Tesla's advancements in robotics, with a shift from theme investment to production expectations [4] - The upcoming Gen3 hardware release is expected to provide clearer production guidance and present historic opportunities for the sector [4] - The focus on supply chain certainty and new hardware directions is crucial for the industry, along with attention to the progress of domestic applications [4]

9月25日，港股早盘走势震荡，恒生科技指数截至发稿飘红涨0.17%。热门ETF中，港股科技30ETF （513160）涨0.99%，成交额已突破1亿元，溢折率0.24%，盘中现溢价交易。成分股中，金山云、优必 选、中国软件国际等涨幅均在4%以上，华虹半导体、中兴通讯等跟涨。 资金流向上，Wind数据显示，该ETF近期持续获资金布局，近10个交易日有9日获资金净流入，累计"吸 金"超7.2亿元。伴随着资金流入，该ETF规模和份额不断增长，截至最新收盘日，港股科技30ETF （513160）流通规模为45.88亿元，续创历史新高。 此外，为了迎接ASI时代的到来，对比2022年，2032年阿里云全球数据中心的能耗规模将提升10倍。这 意味着阿里云算力投入将指数级提升。 西部证券指出，继续看好AI算力国内链的科技自主以及海外链的持续景气，关注AI端侧硬件变化带来 的果链投资机会，关注港股科技公司的价值重估。 国泰海通证券也指出，中国AI创新与新技术趋势越来越明朗，国产化和全球出海融合进展快速，新兴 产业进入新一轮资本开支扩张周期；以及科创板成长层推出在即。科技行情还未走完，继续推荐港股互 联网/电子半导体/创新药/ ...

评论称，市场确信，要在AI领域占据领先地位，就需要投入大量资金，同时相信，只要拥有足够的规模和基础设施满足市场需求，就能从AI领域获得丰 厚利润。 本周一，英伟达宣布拟向OpenAI投资多达1000亿美元，当天股价收涨3.9%，创历史新高。两天后，阿里巴巴宣布追加AI资本支出，阿里美股大涨，盘 中一度涨10.5%，收涨约8.2%，创将近四年新高。从两家巨头的股价走势看，市场俨然给对AI领域的重金投入设置了一种即时奖励机制。 在宣布收购英特尔50亿美元股份和投资OpenAI计划的三个交易日内，英伟达的市值增加超过3200亿美元，几乎为该司预期投资金额的三倍。阿里巴巴 虽未公布具体追加投资数额，但仅凭支出将超出此前约530亿美元目标规模的表态，就推动市值增长超过350亿美元。 这些现象表明投资者仍对AI相关投资保持强烈渴求，尽管目前只有少数公司在财报中展现出实质性投资回报。Meta、微软、Alphabet和亚马逊等公司 今年合计承诺AI投资超过3170亿美元，四家公司市值增长约1.8万亿美元，远超其投资承诺。 人工智能（AI）投资热潮正在股市创造一种奇特的新算法：大规模AI投资计划能带来远超投资金额的市值增长回报 ...

Core Viewpoint - Alibaba Cloud and NVIDIA have formed a partnership in the field of Physical AI, aiming to enhance the development cycle of applications such as embodied intelligence and assisted driving [1] Group 1 - The collaboration will integrate NVIDIA's Physical AI software stack into Alibaba Cloud's artificial intelligence platform PAI [1] - The partnership will provide enterprise users with a comprehensive platform service that includes data preprocessing, simulated data generation, model training evaluation, robotic reinforcement learning, and simulation testing [1] - This integration is expected to significantly shorten the development cycle for various AI applications [1]