Di Yi Cai Jing·2025-10-29 06:12Group 1 - Multiple Nvidia concept stocks in A-shares saw significant increases, with Industrial Fulian rising by 7.16%, Jingwang Electronics by over 5%, and Huqin Technology by 4.94% as of the midday break on October 29 [2] - Nvidia's CEO Jensen Huang announced at the GTC DC conference that the company will invest in Nokia and that the Blackwell chip is in full production, with expected revenues from Blackwell and the upcoming Rubin architecture exceeding $500 billion by 2026 [2] - The strong demand for AI is highlighted, with Huang stating that the AI industry is in a cycle where increased usage leads to higher profits, necessitating more comprehensive and collaborative computing infrastructure [2] Group 2 - Industrial Fulian, a supplier for Nvidia, reported a revenue of 360.76 billion yuan for the first half of 2025, a year-on-year increase of 35.58%, and a net profit of 12.11 billion yuan, up 38.61% [3] - Jingwang Electronics achieved a revenue of 7.095 billion yuan, a 20.93% increase year-on-year, but its net profit decreased by 1.06% to 650 million yuan, with a 9.55% increase in net profit after excluding share payment impacts [3] - Jingwang Electronics announced a 5 billion yuan investment in its Zhuhai Jinwan facility to enhance high-end production capacity and address bottlenecks, indicating a strong market demand for high-end products [4]