Group 1 - The A-share market saw a positive opening on August 28, with major indices rising and the chip sector experiencing significant gains [1] - The Tianhong Chip ETF (159310) rose by 1.92% with a trading volume exceeding 37 million yuan, and its latest circulation scale reached 1.106 billion yuan, ranking first among similar products in the Shenzhen market [1] - Key stocks in the chip ETF included SMIC, which surged over 11% to reach a historical high, and other notable performers such as Ruixin Micro and Cambrian [1] Group 2 - Nvidia reported Q2 earnings for fiscal year 2026, with revenue of $46.743 billion, a 56% year-on-year increase, and a net profit of $26.422 billion, up 59%, with a gross margin of 72.7% [2] - Nvidia's CEO highlighted the potential for $50 billion in opportunities from the Chinese market, which is expected to grow by approximately 50% this year [2] - Domestic chip suppliers are anticipated to benefit from increased procurement and usage of domestic chips by large model development companies and internet platforms, as the trend towards localization continues [2]
中芯国际股价创历史新高,芯片ETF天弘(159310)涨超1.9%,黄仁勋称中国市场年增长大约50%