科创100ETF华夏（588800）午前冲刺，盘中创近3个月新高

Core Insights - The Shanghai Stock Exchange Sci-Tech Innovation Board 100 Index rose by 0.8%, with significant gains in constituent stocks such as Shengyi Electronics (up 16.86%) and Baidu (up 4.76%) [1] - The Huaxia Sci-Tech 100 ETF (588800) experienced a 1% increase, marking its fifth consecutive rise and reaching a nearly three-month high [1] - The latest scale of the Huaxia Sci-Tech 100 ETF is 2.934 billion yuan [1] Industry Developments - NVIDIA's CEO Jensen Huang announced two key developments: the approval of H20 chips for sale in China and the launch of the RTXpro GPU [1] - Huang emphasized the importance of the Chinese market, highlighting its size, vibrancy, and innovation potential, which is crucial for American companies [1] - The CPO sector saw a rise, with Shengyi Electronics hitting a historical high and other companies like Guanghe Technology and Zhongfu Circuit also experiencing gains [1] Investment Outlook - Open Source Securities believes that the global AI trend is clear, and domestic internet companies' capital expenditures are still in the early growth phase [1] - The firm is optimistic about the sustainability of capital expenditures by domestic internet companies driven by AI trends [1]