隔夜英伟达涨超3%，5G通信ETF、创业板人工智能ETF高开

Core Viewpoint - The A-share computing power sector is experiencing a positive trend, driven by increased capital expenditure from global AI technology giants, indicating a long-term high demand for computing infrastructure [1] Group 1: Market Performance - The A-share computing power sector opened high on August 5, with notable stocks like Taicheng Light, Industrial Fulian, and others showing significant gains [1] - Overnight, US stock indices rose collectively, with AI leader Nvidia increasing by 3.62% to $180 per share [1] Group 2: Capital Expenditure Increases - Major global AI companies have raised their annual capital expenditure forecasts: Google by 13.3% to $85 billion, Meta's lower limit to $66 billion, Microsoft's Q2 expenditure up 27% to $24.2 billion, and Amazon's Q2 expenditure up 90% to $31.4 billion, with an annual guidance of $110 billion to $120 billion [1] Group 3: ETF Insights - The 5G Communication ETF (515050) has a scale exceeding 6 billion yuan, focusing on Nvidia, Apple, and Huawei's supply chains, with over 30% weight in AI computing stocks [2] - The top ten weighted stocks in the 5G Communication ETF include Zhongji Xuchuang, Xinyi Sheng, and others, with significant representation from optical module and PCB circuit board sectors [2] - The Entrepreneurial Board AI ETF (159381) tracks the entrepreneurial board AI index, with a daily fluctuation limit of ±20%, and has over 41% weight in optical modules [2]