Nvidia(US:NVDA) Mei Ri Jing Ji Xin Wen·2025-10-30 03:02Group 1 - Nvidia's stock rose nearly 3% to $207.04, achieving a market capitalization of over $5 trillion, making it the first publicly traded company to reach this milestone [1] - Nvidia's market cap exceeds the total market capitalization of countries like the UK, France, and Germany, and is approaching India's total market value of $5.3 trillion [1] - Bank of America Global Research raised Nvidia's target price from $235 to $275 per share, implying a market cap of $6.68 trillion [1] - At the recent GTC conference, Nvidia's CEO Jensen Huang announced plans to ship 20 million Blackwell chips, five times the shipment of the previous generation Hopper architecture [1] - Nvidia forecasts that Blackwell and the upcoming Rubin chip will generate $500 billion in GPU sales over five quarters, indicating significant growth potential in the AI computing industry [1] Group 2 - The domestic AI computing industry is experiencing a recovery, with increased investment enthusiasm as evidenced by the continuous accumulation of funds in the Huaxia AI ETF (159381) over three days [1] - The Huaxia AI ETF tracks the ChiNext AI Index and has a significant allocation to optical modules, with a weight of 51.8%, while also covering domestic software and AI application companies [2] - The top three holdings in the Huaxia AI ETF are Zhongji Xuchuang (20.95%), Xinyi Sheng (20.42%), and Tianfu Communication (5.39%) [2] - The fund has a low overall fee rate of only 0.20%, the lowest among its peers [2]