Nvidia(US:NVDA) Xin Lang Ji Jin·2025-10-29 06:48Core Insights - Nvidia announced at the GTC conference that its Blackwell/Rubin chip platform will exceed $500 billion in business by the end of 2026, indicating a revenue forecast of $350-400 billion for the data center business over the next five quarters, a 20%+ upward revision from market consensus of $318 billion [1] - The surge in chip shipments and rapid capacity expansion confirm the performance certainty of optical modules by 2026, with optical modules leading the semiconductor sector in the current AI market [1] - The urgency for domestic computing power replacement continues to rise amid U.S. restrictions on advanced chip exports to China, highlighting the potential for domestic computing power to achieve growth elasticity surpassing that of overseas counterparts [1] Industry Analysis - The domestic AI industry chain-focused ETF (589520) showed resilience, with a peak intraday increase of 0.63% and a current rise of 0.16%, indicating strong buying interest [2] - Key stocks within the ETF, such as Lanke Technology and Yingxi Network, saw gains exceeding 2%, while others like Stone Technology and Weisheng Information rose over 1% [2] - The ETF is positioned to benefit from top-level policies that ignite AI growth, emphasizing the importance of domestic alternatives in the context of technological friction and information security [4] - The ETF has demonstrated a significant return of 65.84% since its low point on April 8, outperforming other indices like the Sci-Tech Composite Index and Sci-Tech 50 [4][5]