Group 1 - A-shares opened lower but quickly turned positive, with strong performance in optical module CPO and optical communication sectors, particularly Longxin Bochuang which rose over 13% [1] - Nvidia's stock reached a historic high, with a market cap exceeding $4 trillion, making it the first company to achieve this milestone, surpassing the total market cap of countries like the UK, France, and Germany [1] - Since April's low, Nvidia's stock has increased nearly 90%, with projections from Wedbush analyst Dan Ives suggesting a potential market cap of $5 trillion in the next 18 months [1] Group 2 - The 5G Communication ETF (515050) tracks the CSI 5G Communication Theme Index, focusing on Nvidia, Apple, and Huawei's supply chains, covering various sectors including AI computing, 6G, consumer electronics, PCB, communication equipment, servers, optical modules, and IoT [2] - The ETF has seen a nearly 20% increase since June, while the AI-focused ETF (159381) has risen nearly 17%, indicating strong market interest in these sectors [1][2] - The AI ETF has a management fee rate of 0.15% and a custody fee rate of 0.05%, making it one of the lowest in its category, with over 33% weight in optical modules among its constituents [2]
英伟达股价创历史新高,5G通信ETF、创业板人工智能ETF高开,长芯博创涨超13%