Nvidia(US:NVDA) Xin Lang Ji Jin·2025-05-14 03:21Group 1 - The market is currently consolidating, with the focus on the domestic AI industry chain, particularly the Huabao Science and Technology Artificial Intelligence ETF (589520), which saw an intraday increase of 0.9% before declining by 0.45% [1] - Since its recent low on April 28, the ETF has accumulated a gain of over 16% [1] - Among the constituent stocks, Zhongyou Technology rose over 8%, Chipone Technology increased by more than 3%, and Stone Technology gained over 2%, while stocks like Haitan Ruisheng and Yuntian Lefeiyu-U performed well against the market trend [1] Group 2 - The U.S. has approved the export of hundreds of thousands of chips to AI companies in the UAE, which is expected to stimulate global demand for computing hardware [3] - Nvidia announced it will export 18,000 top-tier AI chips to Saudi Arabia, leading to a more than 5% increase in its stock price, reaching a new closing high since late February [3] - Morgan Stanley noted that the current phase is still early in AI infrastructure development, with an AI penetration rate of only 5%, indicating potential growth in related sectors such as semiconductors and data center equipment [3] - Huatai Securities anticipates that increased investment in global AI computing power by Q2 2025 will drive continued high growth in performance [3] - The Huabao Science and Technology Artificial Intelligence ETF (589520) is positioned to benefit from the acceleration of AI processes in edge-side chips and software, with a balanced allocation across application software, terminal applications, terminal chips, and cloud chips [3]