Group 1 - The core viewpoint of the news highlights the strong performance of companies in the AI and telecommunications sectors, driven by increasing demand for AI capabilities and capital expenditures from internet firms [1][2] - Nvidia reported a revenue of $44.1 billion for Q1 of fiscal year 2026, marking a 69% year-on-year increase, with net profit reaching $18.775 billion, primarily driven by its data center business [1] - Securities firms like Industrial Securities and Guojin Securities are optimistic about the performance of leading companies in servers, connectors, and switches, attributing this to the accelerating trend of AI inference and domestic large model applications [1] Group 2 - The Telecom ETF closely tracks the CSI Telecom Theme Index, which includes 50 listed companies involved in telecommunications services, value-added services, communication equipment, technology services, and data centers [2] - As of May 30, 2025, the top ten weighted stocks in the CSI Telecom Theme Index accounted for 78.18% of the index, with major companies including China Telecom, China Mobile, and China Unicom [2]
电信ETF基金(560690)红盘震荡，海外AI发展带动服务器、光模块等板块
Xin Lang Cai Jing·2025-06-05 03:24