英伟达重磅新品发布，通信ETF（515880）涨超3%，算力发展再加速

Group 1 - Nvidia launched the Rubin CPX GPU, which significantly enhances AI infrastructure with approximately 30 PFLOPS performance per card and 128GB GDDR7 memory [4] - The total AI computing power of the Rubin CPX platform can reach 8 ExaFLOPS, representing a 7.5 times increase compared to the previous generation [4] - The communication ETF (515880) has gained over 82% year-to-date, making it the top-performing ETF in the A-share market [3] Group 2 - The AI industry is expected to grow rapidly, with ASICs contributing significantly next year, and the overall market scale for components like PCBs and optical modules is projected to increase faster than this year [5] - North American cloud providers are experiencing high growth, with capital expenditures nearing $100 billion in Q2, up over 60% year-on-year, indicating strong market demand [5] - Domestic semiconductor industry is advancing, with local computing power set to expand significantly, benefiting from the growth in the North American market [6] Group 3 - Investors are encouraged to consider both North American and domestic computing power, utilizing strategies like grid trading and dollar-cost averaging [7] - The communication ETF (515880) represents a solid investment in computing hardware, with over 77% exposure to optical modules, servers, and related components [7] - For those seeking high elasticity, the Kexin Chip ETF (589100) is recommended, while balanced exposure can be achieved through the Chip ETF (512760) [7]