Nvidia(US:NVDA) Xin Lang Cai Jing·2025-06-12 06:25Group 1 - The core viewpoint highlights the significant growth potential in AI computing power, particularly in Europe, with NVIDIA planning to invest in 20 "AI factories" to increase AI computing capacity tenfold within two years [1] - The telecom ETF fund closely tracks the China Securities Telecom Theme Index, which includes 50 listed companies involved in telecom operations, value-added services, communication equipment, technology services, and data centers [2] - As of May 30, 2025, the top ten weighted stocks in the China Securities Telecom Theme Index account for 78.18% of the index, with major players including China Telecom, China Mobile, and China Unicom [2] Group 2 - The demand for AI is driving strong performance in leading companies in sectors such as servers and connectors, with expectations for a recovery in the Ethernet switch market [2] - The domestic development of large AI models and their application is anticipated to accelerate, suggesting a positive outlook for sectors like servers, IDC, switches, and connectors [2] - The announcement by NVIDIA's CEO indicates a pivotal moment for quantum computing, which is expected to address significant global challenges in the coming years [1]