美股英伟达强势反弹，5G通信ETF（515050）近10日吸金超5亿元

Group 1 - The U.S. stock market experienced a broad rally, with the Dow Jones up 0.81% to 47,368.63 points, the S&P 500 rising 1.54% to 6,832.43 points, and the Nasdaq soaring 2.27% to 23,527.17 points, driven by a strong rebound in technology stocks [1] - Major tech stocks such as Nvidia and Microsoft led the gains, with Nvidia rising nearly 6% and Microsoft over 1%, while the Nasdaq's performance was notably boosted by the AI sector [1] - The U.S. government shutdown has lasted over 40 days, but a potential agreement to end it is being discussed in Congress, which analysts believe is contributing to a release of liquidity and a rebound in risk assets [1] Group 2 - North American cloud service providers like Google, Meta, Microsoft, and Amazon AWS reported strong quarterly earnings, with AI driving significant growth in their business segments [2] - Google and Meta have raised their full-year capital expenditure guidance, indicating a positive cycle between AI application deployment and capital spending, with a total capital expenditure of $112.5 billion for the three companies in Q3, reflecting a 18.4% quarter-over-quarter increase [2] - Investment in computing infrastructure remains robust, highlighting the ongoing demand for AI-related technologies [2]