Group 1 - Nvidia CEO Jensen Huang delivered a speech in Chinese at the China International Supply Chain Promotion Expo, marking his first time speaking in Chinese [2] - Huang praised Chinese companies such as Tencent, NetEase, and Alibaba for their contributions to AI, stating that China's open-source AI is a catalyst for global progress [2] - He highlighted the rapid innovation in China driven by researchers, developers, and entrepreneurs, and noted that AI is transforming various industries including healthcare, energy, and logistics [2] Group 2 - Following Nvidia's stock price increase, related A-share concept stocks also surged, with Hongbo shares hitting the limit and Xinyi rising by 8.1% to a new historical high [3] - Several optical module companies in the A-share market have direct or indirect collaborations with Nvidia, benefiting from the continuous growth in computing power demand [3] - Since May, multiple optical module concept stocks have seen significant increases, with Xinyi's stock up 166.08% and Zhongji Xuchuang up 105.76% as of July 16 [3]
黄仁勋中文首秀 A股英伟达概念股走强