AI人工智能ETF（512930）、消费电子ETF（561600）涨超1.5%，英伟达Q1业绩整体超预期

Group 1 - A-shares indices opened high and rose, with AI ETF (512930) increasing by 1.57% and trading volume exceeding 24 million yuan [1] - Key stocks in AI ETF include XinYiSheng, QianFang Technology, ZhongJi XuChuang, SiWei TuXin, and ChipOn [1] - AI ETF closely tracks the CSI Artificial Intelligence Theme Index, with Cambricon Technologies as the largest constituent [1] Group 2 - Nvidia reported Q1 FY2026 earnings with a 69% year-over-year revenue increase to $44.1 billion, surpassing market expectations [2] - Net profit was $18.775 billion, slightly below market expectations of $20.767 billion, with adjusted EPS at $0.96, above the expected $0.93 [2] - GuoXin Securities highlights a recovery in tech sentiment, focusing on semiconductor autonomy and edge SoC innovation, anticipating a valuation expansion in the electronics sector by 2025 [2]