英伟达CEO黄仁勋公布AI蓝图，科创板人工智能ETF（588930）盘中飘红，澜起科技涨超3%

Group 1 - A-shares opened higher on October 29, with PCB concept stocks leading the gains, particularly the Sci-Tech Innovation Board AI ETF (588930) which saw a peak increase of 0.30% before a pullback, with a trading volume exceeding 600 million yuan [1] - The Sci-Tech Innovation Board AI ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index (950180.CSI), which selects 30 large-cap companies involved in providing foundational resources, technology, and application support for the AI industry [1] - NVIDIA held its GTC conference on October 29, where CEO Jensen Huang discussed the AI industry, announcing rapid chip shipments, capacity expansion, collaborations with Nokia for 6G networks, and new platform releases in autonomous driving and AI cybersecurity [1] Group 2 - PCB concept stock Shengyi Electronics reported Q3 earnings, with revenue of 6.829 billion yuan, a year-on-year increase of 114.79%, and a net profit of 1.115 billion yuan, up 497.61% year-on-year [2] - Daitong Securities noted that strong AI demand is driving high growth in AI computing hardware performance, suggesting continued optimism for the AI core computing hardware and semiconductor sectors [2] - Huajin Securities expressed a positive outlook on the semiconductor supercycle driven by AI, recommending attention to the entire semiconductor industry chain from design to manufacturing and testing [2]