英伟达再度交出“完美答卷”，创业板人工智能ETF华夏、5G通信ETF高开超2%

Core Viewpoint - The strong performance of the A-share technology sector, particularly in AI and computing power stocks, is driven by Nvidia's better-than-expected financial results, indicating a high demand for AI computing power and a robust growth trajectory in the AI ecosystem [1][2]. Group 1: Nvidia's Financial Performance - Nvidia reported Q3 revenue of $57.01 billion, exceeding market expectations of $55.19 billion [1] - Data center revenue reached $51.2 billion, surpassing the anticipated $49.34 billion [1] - Nvidia's adjusted earnings per share were $1.30, above the expected $1.25 [1] - The company forecasts Q4 revenue of approximately $65 billion, higher than the analyst expectation of $61.66 billion [1] Group 2: AI Ecosystem and Market Dynamics - Nvidia's CEO highlighted the exceptional sales of Blackwell and noted that cloud GPUs are sold out, indicating strong demand [2] - Goldman Sachs reported that computing demand is accelerating in both training and inference, suggesting exponential growth in these areas [2] - The AI ecosystem is rapidly expanding, with more foundational model manufacturers and AI startups emerging across various industries and countries [2] Group 3: Investment Opportunities in ETFs - The Huaxia AI ETF (159381) tracks the AI index and has a significant allocation to CPO concept stocks, providing high elasticity [3] - The 5G Communication ETF (515050) focuses on the 5G communication theme and has a scale exceeding 9 billion [3] - The Cloud Computing 50 ETF (516630) tracks a cloud computing index with a high AI computing power content, covering various hot concepts in computing power [3]