AI推理成为新增长引擎，5G通信ETF（515050）蓄力回调，近5日净流入5287万元

Group 1 - The core viewpoint of the articles highlights the differentiated performance in the AI sector, particularly in the fields of online gaming and fintech, with a notable focus on AI computing power and consumer electronics [1] - Nvidia, a leader in AI computing power, reported Q1 FY2026 revenue of $44.1 billion, a 69% year-over-year increase, with a net profit of $18.775 billion, driven primarily by its data center business [1] - The trend of AI inference becoming mainstream is accelerating, as indicated by Nvidia's CEO Jensen Huang, emphasizing the rapid deployment of large-scale inference platforms by cloud vendors and tech giants [1] Group 2 - The 5G Communication ETF (515050) has seen a net inflow of over 52.87 million yuan in the past five trading days, indicating increased investor interest in related sectors [2] - The 5G Communication ETF tracks the CSI 5G Communication Theme Index and focuses on AI computing, Nvidia's supply chain, and various sub-industries such as 6G, consumer electronics, and communication equipment [2] - The Huaxia Entrepreneurial AI ETF (159381) tracks the Entrepreneurial AI Index, selecting AI-focused companies listed on the Growth Enterprise Market, with significant exposure to optical modules and IT services [2]