英伟达GTC大会公布多项进展，电子ETF（159997），芯片ETF天弘（159310）集体上攻

Group 1 - The A-share market indices opened strongly on October 29, with the electronic sector showing robust performance, particularly in chip ETFs and electronic ETFs [1] - The electronic ETF (159997) has seen a year-to-date increase of 42.51%, with a net inflow of 960 million yuan recently [1] - The chip ETF Tianhong (159310) tracks the CSI Chip Industry Index, which is projected to see a 37.62% year-on-year growth in net profit attributable to shareholders in the first half of 2025 [1] Group 2 - The electronic ETF (159997) is the only ETF tracking the CSI Electronic Index, which includes companies involved in semiconductor production, electronic manufacturing, and consumer electronics [2] - Nvidia's GTC conference highlighted advancements in AI, including rapid chip shipments and collaborations with companies like Nokia and Oracle [2] - Microsoft and OpenAI have signed a new agreement, with Microsoft committing to a $250 billion order for Azure cloud services and acquiring approximately 27% equity in OpenAI [2] Group 3 - The global memory chip market is entering a "super cycle," with multiple manufacturers raising prices, driven by internal innovation and the need for self-sufficiency in key technology areas [3] - The AI-driven memory "super cycle" is accelerating, prompting major global suppliers to significantly increase prices and customers to secure long-term supply agreements to mitigate shortages [3]