破除AI“泡沫论”，英伟达业绩炸裂，人工智能AIETF（515070）上升空间打开

Group 1 - The core viewpoint of the article highlights the strong performance of U.S. stock indices, particularly driven by Nvidia's better-than-expected Q3 earnings report, which is expected to positively impact the A-share artificial intelligence industry [1] - Nvidia reported Q3 revenue of $57.01 billion, exceeding market expectations of $54.92 billion, with a net profit of $31.91 billion, a year-on-year increase of 65%, and adjusted earnings per share of $1.30, surpassing the expected $1.25 [1] - The report emphasizes that artificial intelligence is a core driver of a new technological revolution, creating new possibilities and pushing various industries towards intelligence [1] Group 2 - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), selecting stocks that provide technology, basic resources, and applications in the AI sector, focusing on the midstream and upstream of the AI industry chain [2] - The top ten weighted stocks in the AI ETF include leading domestic technology companies such as Zhongji Xuchuang, Xinyi Sheng, Cambricon, and Hikvision, among others [2]