Nvidia(US:NVDA) Sou Hu Cai Jing·2025-08-05 01:58Group 1 - A-shares opened higher on August 5, with the Shanghai Composite Index up 0.15%, Shenzhen Component Index up 0.34%, and ChiNext Index up 0.65% [1] - The market showed strong performance in sectors such as robotics and PEEK materials, while the military industry also performed actively [1] - The Cloud Computing 50 ETF (516630) experienced fluctuations, with top gainers including Zhongke Xingtu, Zhongji Xuchuang, and Xinyism, while Wanxing Technology, Yidian Tianxia, and Guotou Intelligent faced declines [1] Group 2 - U.S. stock markets closed higher overnight, with the Dow Jones up 1.34%, Nasdaq up 1.95%, and S&P 500 up 1.47%, driven by a rally in popular tech stocks, particularly Nvidia, which rose by 3.6% [1] - Market expectations for a Federal Reserve interest rate cut have been increasing, with Fed's Daly indicating that the timing for a rate cut is approaching, suggesting two rate cuts this year would be appropriate [1] Group 3 - Longcheng Securities believes that the continuous upgrade of domestic and international large models is increasing the demand for computing power, while chip performance improvements are facilitating breakthroughs in the AI industry [1] - The ability of AI models to simulate human interactions is expected to drive the commercialization of more AI+ applications, positioning AI-driven digital interaction as a potential hot sector in the next internet and gaming industry [1] - Institutions remain optimistic about investment opportunities across various segments of computing power [1] Group 4 - The Cloud Computing 50 ETF (516630) tracks the Cloud Computing Index (930851), which has a high AI computing power content and covers popular computing concepts such as optical modules, computing leasing, data centers, AI servers, and liquid cooling [2] - The Cloud Computing 50 ETF (516630) is noted for having the lowest total expense ratio among ETFs tracking this index [2]