Nvidia(US:NVDA) Xin Lang Ji Jin·2025-07-10 02:24Group 1 - The core viewpoint highlights the strong performance of the domestic AI industry chain, particularly the Huabao AI ETF, which has seen significant net inflows despite some trading days in the red [1][4] - The Huabao AI ETF has recorded a net inflow of 10.12 million yuan over the past 10 trading days, with 7 days showing positive inflows [1] - Key constituent stocks such as Lexin Technology and Aerospace Hongtu have shown positive price movements, indicating investor confidence in the sector [1] Group 2 - Nvidia's stock price surged over 2% on July 9, with its market capitalization surpassing 4 trillion yuan, marking it as the first company to reach this milestone [3] - The demand for AI hardware and chips has significantly increased since the launch of ChatGPT in late 2022, leading to substantial profits for Nvidia [3] - Nvidia positions itself as a leader in producing GPUs essential for large language models, benefiting from a renewed investor interest in the AI sector [3] Group 3 - The Huabao AI ETF focuses on the domestic AI industry chain, balancing investments across application software, terminal applications, terminal chips, and cloud chips, which are expected to benefit from the acceleration of AI integration [4] - The electronic ETF (515260) tracks the electronic 50 index and covers key sectors such as semiconductors and consumer electronics, including AI chips and cloud computing [5]