Group 1 - Nvidia's performance forecast significantly exceeded expectations, leading to a more than 5% increase in the communication ETF (515880) with a trading volume exceeding 180 million [1] - CPO concept stocks led the market, with New Yisheng rising over 18% to reach a historical high, and other companies like Zhongji Xuchuang and Tianfu Communication also showing strong gains [1] - Nvidia's market capitalization has surpassed 4 trillion USD, maintaining its leadership in the AI hardware market, with new products expected to drive substantial growth [1] Group 2 - The communication ETF (515880) closely follows the CSI All Share Communication Equipment Index, with optical modules accounting for nearly 30%, positioning it to capitalize on investment opportunities in the computing sector under the AI backdrop [2]
英伟达链业绩预告大超预期,通信ETF(515880)应声大涨超5%