英伟达Q1业绩超预期，科创芯片ETF基金（588290）涨超1%，安路科技涨超4%

Group 1: Market Performance - The A-share market opened high and showed positive momentum, with the Sci-Tech Chip Index performing well [1] - The Sci-Tech Chip ETF (588290) rose by 1.12% in early trading, with a net inflow of 7.31 million yuan over the past three days [1] - Notable stocks included Anlu Technology, which increased by over 4%, along with Huafeng Measurement and Control, Zhongwei Company, and Chip Origin [1] Group 2: Nvidia's Financial Performance - Nvidia reported better-than-expected results for Q1 of fiscal year 2026, with revenue of $44.1 billion, a 69% year-on-year increase, surpassing market expectations of $43.29 billion [1] - Data center revenue for Nvidia reached $39.1 billion, up 73% year-on-year, slightly below the forecast of $39.22 billion [1] - The net profit for the first quarter was $18.78 billion, reflecting a 26% year-on-year growth, with a revenue forecast for Q2 of around $45 billion, with a 2% fluctuation [1] Group 3: Semiconductor Industry Outlook - Tianfeng Securities expressed optimism about global semiconductor growth, particularly driven by AI in downstream applications by 2025 [2] - There is a continuous push for domestic substitution amid escalating risks related to supply chain disruptions and restructuring [2] - The second quarter is expected to show performance elasticity in design sectors such as SOC/ASIC/storage/CIS, with a focus on domestic chip production [2] Group 4: Domestic AI Sector Developments - Guoxin Securities highlighted significant investment value in the domestic AI sector due to rapid advancements and practical applications by local companies [3] - The launch of the Doubao App's real-time video call feature enhances user interaction with AI, showcasing integrated visual and language input capabilities [3] - Kunlun Wanwei's Skywork Super Agents have achieved notable recognition, offering comprehensive content generation capabilities that surpass international competitors in depth and credibility [3]