Group 1 - The core viewpoint highlights the strong performance of the AI-focused ETF, driven by a robust market breakthrough and a surge in the entire industry chain [1][2] - The ETF, Huaxia (589010), has seen a 0.86% increase, with significant contributions from leading stocks such as Jingchen Co., which rose by 7.87%, and others like Lexin Technology and Youkede, both up over 4% [1] - CoreWeave's Q2 financial report indicates a three-digit revenue growth due to the booming demand for AI infrastructure, with a remaining contract value of $30.1 billion, an 86% year-on-year increase [1] Group 2 - The Q3 revenue guidance for CoreWeave is projected between $1.26 billion and $1.3 billion, with an annual revenue forecast raised to $5.15 billion to $5.35 billion, exceeding market expectations [1] - The CEO of CoreWeave emphasized that the inference business is crucial for monetizing AI [1] - According to Founder Securities, advancements in edge AI are lowering hardware barriers, facilitating the widespread deployment of large-scale models [1]
CoreWeave二季度财报显示AI需求强劲！科创人工智能ETF华夏(589010)盘中震荡走强！
Mei Ri Jing Ji Xin Wen·2025-08-13 06:36