英伟达财报展望是喜是忧？国内人工智能AI产业如何发展？

Group 1 - The A-share market experienced fluctuations, with the AI industry chain showing divergence; communication and military sectors performed relatively well, while segments like chips, software, and gaming saw increased declines [1] - Nvidia is set to release its Q3 earnings report, with expectations of exceeding market forecasts of approximately $55 billion in revenue, potentially providing guidance as high as $63 to $64 billion, significantly above the market's $61.5 billion expectation [1] - Fidelity International's investment manager believes that the recent decline in global semiconductor stocks may be temporary, anticipating a rebound unless there are signs of a slowdown in AI capital expenditure or usage [1] Group 2 - China's AI core advantage lies in its ability to "use models," supported by government policies, market size, and application scenarios, with AI applications in finance and industrial quality inspection achieving over 97% accuracy [2] - The AI ETF (515070) tracks the CS AI theme index (930713), focusing on companies providing technology, resources, and applications in the AI industry, with top-weighted stocks including leading domestic tech firms [2]