英伟达市值重新“登顶”，5G通信ETF、创业板人工智能ETF直线冲高涨超1%

Group 1 - The core viewpoint of the articles highlights the strong performance of the A-share market, particularly in sectors related to optical modules, rare metals, and 6G technology, driven by significant investments in AI and related infrastructure [1] - The U.S. stock market saw all three major indices rise, with Nvidia's stock increasing by 2.8%, leading to a market capitalization of $3.45 trillion, making it the highest valued company globally [1] - Recent reports indicate that Oracle plans to invest approximately $40 billion in Nvidia's GB200 GPUs to support the "Star Gate" project in Abilene, Texas, while xAI aims to expand its GPU card inventory to 1 million units, indicating a growing demand for high-speed optical modules [1] Group 2 - In the past five trading days, the 5G Communication ETF (515050) experienced a net inflow of 75.21 million yuan, while the AI-focused ETF (159381) saw a net inflow of 5.18 million yuan over the last ten trading days [2] - The 5G Communication ETF (515050) tracks the CSI 5G Communication Theme Index and is the largest ETF in the market focused on 5G, AI computing power, and the Nvidia supply chain, covering various leading companies in AI computing, 6G, consumer electronics, and optical modules [2] - The AI-focused ETF (159381) tracks the AI index of the ChiNext board, selecting companies primarily engaged in AI, with significant exposure to optical modules and IT services, including leading firms like New Yisheng, Zhongji Xuchuang, and Tianfu Communication among its top ten holdings [2]