Sou Hu Cai Jing·2025-07-16 06:03Core Viewpoint - The performance of companies in the AI and cloud computing sectors, particularly those linked to Nvidia's supply chain, is significantly influenced by their earnings reports, with New Yisheng and Zhongji Xuchuang showing strong profit growth, while Tianfu Communication lacks performance support and has seen a decline in stock price [3][7]. Group 1: Company Performance - New Yisheng's net profit for the first half of the year is expected to be between 3.7 billion to 4.2 billion yuan, representing a year-on-year increase of 327.68% to 385.47% [7][8]. - Zhongji Xuchuang's second-quarter net profit is projected to be between 2.017 billion to 2.817 billion yuan, with a year-on-year growth of 50% to 109% [7][8]. - The earnings reports of other companies within the cloud computing ETF also show significant increases, with Qianfang Technology and Hengsheng Electronics expecting net profit growth of 1534.65% and 740.95% respectively [7][8]. Group 2: Market Trends - The cloud computing ETF (159890) has seen a rise of 0.94% with a trading volume exceeding 40 million yuan, indicating strong market interest [5]. - The ETF's technical indicators show an upward trend across multiple moving averages, suggesting a potential for a significant rebound [5]. - The overall market sentiment is driven by the release of second-quarter earnings and Nvidia's AI chip supply, creating substantial investment opportunities [9].