英伟达成首家市值超4万亿美元的公司，国内产业链相关标的有望受带动

Group 1 - A-shares showed mixed performance on July 10, with the Shanghai Composite Index opening at 3491.50 points, down 0.04%, while the Shenzhen Component Index opened at 10593.70 points, up 0.11%, and the ChiNext Index opened at 2192.99 points, up 0.38% [1] - Nvidia's market capitalization briefly surpassed $4 trillion, driven by optimism regarding its leadership in the AI sector and expectations of surging demand [1] - Central China Securities noted that the reliability requirements for optical modules are increasing, and the shortening of iteration cycles is raising industry technical barriers, which will further highlight the advantages of leading manufacturers [1] Group 2 - Nvidia's recent stock price surge is expected to benefit the domestic computing power industry chain due to overseas mapping logic [2] - The Cloud Computing 50 ETF (516630) tracks a cloud computing index that has a high AI computing power content, covering popular concepts such as optical modules, computing power leasing, data centers, AI servers, and liquid cooling [2] - The Cloud Computing 50 ETF (516630) is noted for having the lowest total fee rate for tracking this index [2]