Nvidia(US:NVDA) Sou Hu Cai Jing·2025-08-28 08:57Market Performance - Major A-share indices showed strong performance, with the Shanghai Composite Index rising by 1.14%, the Shenzhen Component Index by 2.25%, the ChiNext Index by 3.82%, and the Sci-Tech 50 Index by 7.23% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 29,708 billion [1] ETF Performance - The Kweichow Moutai ETF (588990) surged over 15%, while several other ETFs, including the Kweichow Moutai ETF Fund (588290) and Kweichow Moutai ETF Fortune (588810), also saw significant gains of over 9% [2][3] - The top-performing ETFs included those focused on semiconductor and communication sectors, indicating strong investor interest in these areas [2][3] Industry Insights - Nvidia's recent earnings report highlighted strong demand for AI, with CEO Jensen Huang stating that the production of Blackwell Ultra is ramping up rapidly [3] - Domestic computing power in China is expected to continue breaking through in model and chip areas, potentially gaining a larger market share and maintaining a favorable outlook [3] - Domestic model development companies and internet platforms are anticipated to gradually increase their procurement and usage of domestic chips, presenting growth opportunities for domestic chip suppliers and their associated industries [3] Upcoming Events - The World Lung Cancer Conference (WCLC) and the European Society for Medical Oncology (ESMO) will showcase research results from domestic innovative drugs, indicating a strengthening trend for innovative drugs to compete globally [4][5] ETF Issuance - Three new ETFs are set to launch, including the Fortune 500 ETF (159500), the Shanghai Stock Exchange 580 ETF (530530), and the Silverhua Sci-Tech Index Enhanced ETF (588690), which will track various indices focusing on mid-cap and small-cap stocks [8]