Nvidia(US:NVDA) 2 1 Shi Ji Jing Ji Bao Dao·2025-05-29 04:01Group 1 - A-shares indices opened high and showed strong performance in computing power concepts, with the Computer ETF (159998) rising by 2.36% and trading volume exceeding 500 million yuan [1][2] - The Computer ETF (159998) has seen a continuous net inflow of funds for 9 days, accumulating over 125 million yuan, and its latest scale reached 2.791 billion yuan, making it the largest ETF in its category [2] - The Computer ETF tracks the CSI Computer Index, which includes stocks from companies involved in information technology services, application software, system software, and computer hardware, with top holdings including Hikvision and iFlytek [2] Group 2 - Nvidia reported a 69% year-on-year revenue growth in its first fiscal quarter, reaching 44.1 billion USD, exceeding market expectations [3] - The U.S. International Trade Court blocked President Trump's tariff policy, which could impact the semiconductor market dynamics [3] - Domestic chip manufacturers are accelerating breakthroughs in performance and capacity, indicating significant potential for domestic AI chip market growth [3][4] Group 3 - Domestic and international computing power demand is expected to resonate positively, with infrastructure demand remaining strong, particularly for domestic computing power and the entire AIDC industry chain [4]