Nvidia(US:NVDA) Mei Ri Jing Ji Xin Wen·2025-09-03 02:53Market Performance - As of September 2, the Shanghai Composite Index fell by 0.45% to close at 3858.13 points, the Shenzhen Component Index dropped by 2.14% to 12553.84 points, and the ChiNext Index decreased by 2.85% to 2872.22 points [1] - The Kweichow Moutai ETF (588170) declined by 3.81%, while the semiconductor materials ETF (562590) fell by 3.51% [1] - In the overnight U.S. market, the Dow Jones Industrial Average decreased by 0.55%, the S&P 500 fell by 0.69%, and the Nasdaq Composite dropped by 0.82% [1] Industry News - NVIDIA stated that recent rumors regarding supply constraints and sold-out status of its H100/H200 chips are untrue, confirming sufficient supply to meet all orders [2] - Dongxin Co. announced a temporary suspension of its stock trading due to abnormal price fluctuations, with a resumption expected on September 3. The company indicated that its fundamental business remains unchanged [2] - Domestic semiconductor equipment company Xinkailai will participate in the 13th Semiconductor Equipment and Core Components and Materials Exhibition (CSEAC 2025) from September 4 to 6 in Wuxi, with the theme "Strengthening China's Chip, Embracing the Chip World" [2] Policy and Market Outlook - Shanghai has initiated the application process for the 2025 "Artificial Intelligence+" action projects, focusing on enhancing intelligent computing power and supporting the development of high-performance AI chips [3] - According to First Capital Securities, there is still room for improvement in the domestic semiconductor equipment localization rate, suggesting attention to the semiconductor equipment sector. The domestic semiconductor industry chain is expected to accelerate consolidation and enhance competitiveness [3] - Relevant ETFs include the Kweichow Moutai semiconductor ETF (588170), which tracks the Shanghai Stock Exchange's semiconductor materials and equipment index, comprising 59% semiconductor equipment and 25% semiconductor materials [3][4]