Nvidia(US:NVDA) Xin Lang Cai Jing·2025-10-15 06:48Core Insights - The electric grid equipment sector showed strong performance in the afternoon, with several stocks reaching their daily limits, indicating positive market sentiment towards this industry [1] - NVIDIA announced the technical specifications for its new MGX generation open architecture server, which supports the 800V DC data centers, highlighting advancements in core technologies relevant to the smart grid [1] Industry Summary - The electric grid equipment sector saw significant gains, with stocks such as Tongda Co., Hesun Electric, and Sifang Co. hitting the daily limit, while Xinte Electric rose over 10% [1] - Key players in the smart grid sector include: - Tongda Co. (main business in transmission line equipment, benefiting from smart grid investment growth) [1] - Hesun Electric (focus on smart grid solutions and energy management) [1] - Sifang Co. (provides automation systems for smart grid control and monitoring) [1] - Xinte Electric (produces smart grid components and transformers) [1] - Relevant ETFs include: - Huaxia CSI Electric Grid Equipment Theme ETF (159326) [1] - GF National Certificate New Energy Battery ETF (159305) [1] - E Fund National Certificate New Energy Battery ETF (159566) [1] Market Activity - Over the past five trading days, the smart grid concept has seen a cumulative increase of 1.03%, despite a net outflow of 14.767 billion yuan from major funds, indicating potential profit-taking by investors [2]