Nvidia(US:NVDA) Xin Lang Ji Jin·2025-07-14 01:15Group 1 - The Shanghai Stock Exchange has officially implemented the guidelines for the Sci-Tech Innovation Growth Layer, allowing 32 unprofitable companies to enter this layer, with new unprofitable companies entering upon listing [1] - Analysts expect an increasing number of tech companies to join the Sci-Tech Innovation Board, expanding its coverage in the tech innovation sector and providing a broader market space for quality tech enterprises [1] - Nvidia is reportedly set to launch a "China-customized" AI chip, with CEO Jensen Huang scheduled to hold a media briefing in Beijing on July 16 [1] Group 2 - The upcoming fifth RISC-V China Summit is expected to accelerate the formation of the domestic open-source chip ecosystem, with RISC-V architecture projected to achieve a compound annual growth rate of over 40% in product shipments by 2030 [2] - The AI sector is anticipated to see significant catalytic events in the second half of the year, including the release of new models from DeepSeek and OpenAI, as well as Nvidia's new computing platform [2] - The technology growth sector is expected to remain a key investment theme for the year, driven by sustained high demand for computing power and accelerated AI applications [2] Group 3 - The AI investment trend is gaining momentum, particularly following Nvidia's market capitalization reaching 4 trillion, with the Huabao Sci-Tech Artificial Intelligence ETF seeing a significant increase in investment [3] - The Huabao ETF, which focuses on the domestic AI industry chain, has shown strong performance, indicating investor confidence in the sector's future [3] Group 4 - Domestic AI company DeepSeek has made significant advancements, breaking through overseas computing power barriers and establishing a strong foundation for local AI firms [5] - The Huabao Sci-Tech Artificial Intelligence ETF is well-positioned to benefit from the acceleration of AI integration in edge computing and software applications [5]