Mei Ri Jing Ji Xin Wen·2025-06-27 03:14Group 1 - The A-share market for optical modules and optical communication is experiencing strong fluctuations, with companies like LianTe Technology rising over 15% [1] - The Huaxia ChiNext AI ETF (159381) is tracking the ChiNext AI Index and has seen a nearly 2% increase, marking its fifth consecutive rise [1] - The ETF includes leading companies in the AI sector, covering both upstream hardware and downstream software and applications, with a focus on communication hardware and cloud computing [1] Group 2 - NVIDIA's CEO Jensen Huang stated that a large-scale upgrade of AI infrastructure in the computer industry has just begun, with AI GPU demand in data centers surging [2] - NVIDIA's revenue is projected to soar from $27 billion in fiscal year 2024 to $130.5 billion in fiscal year 2025, and is expected to approach $200 billion in fiscal year 2026 [2] - Loop Capital raised NVIDIA's target price from $175 to $250, maintaining a "buy" rating, indicating that NVIDIA is at the forefront of the AI application "golden wave" [2]