Nvidia(US:NVDA) Mei Ri Jing Ji Xin Wen·2025-05-30 01:09Core Viewpoint - The market is showing signs of recovery due to the U.S. International Trade Court blocking President Trump's tariff policy and NVIDIA's strong earnings report, indicating robust demand for GPUs and a positive outlook for AI-related sectors [1][3]. Market Reaction - On May 29, the AI-related sector saw active trading, with the Guotai AI ETF (159388) rising by 2.79% and the Communication ETF (515880) increasing by 2.55% [2][3]. NVIDIA Earnings Report - NVIDIA reported a revenue of $44.1 billion for FY26 Q1, exceeding market expectations with a year-over-year increase of 69% and a quarter-over-quarter increase of 12%. Data center revenue reached $39.1 billion, up 73% year-over-year and 10% quarter-over-quarter [3]. AI Infrastructure Demand - Despite anticipated losses of approximately $8 billion in H20 revenue due to policy restrictions, NVIDIA's overall performance remains strong, reflecting ongoing robust demand for AI servers and computing power [3][6]. Industry Trends - The AI industry continues to grow, driven by increasing spending on AI infrastructure from cloud providers and the continuous release of software applications. Domestic companies like DeepSeek, Alibaba, and ByteDance are also making significant advancements in AI technology [6]. Investment Recommendations - The Guotai AI ETF (159388) and Communication ETF (515880) are closely linked to the development of AI, with several constituent stocks showing promising growth in AI-related businesses. Investors are encouraged to keep an eye on these ETFs [1][6].