英伟达财报超预期，AI与能源共振，关注人工智能ETF(159819)、储能电池ETF(159566)投资机会

Group 1 - Nvidia reported Q3 revenue of $57 billion, a 62% year-over-year increase, exceeding market expectations [1] - The data center business generated $51.2 billion in revenue for Q3, marking a 66% year-over-year growth and setting a historical record [1] - Analysts suggest Nvidia's strong earnings alleviate market concerns regarding the AI narrative, catalyzing the AI computing power supply chain [1] Group 2 - The demand for energy security is highlighted as a critical factor amid the surge in computing power needs, with Nvidia's proposed two-tier energy storage architecture expected to benefit the energy storage industry [1] - Sam Altman, known as the "father of GPT," stated that the future of AI is intertwined with the future of energy, emphasizing solar energy and storage as core pillars of the future energy landscape [1] - The CSI Artificial Intelligence Theme Index focuses on the entire AI supply chain, with the top two weighted stocks being typical overseas computing power-related entities [1] Group 3 - The China Securities New Energy Battery Index emphasizes the energy storage supply chain, with AIDC power supply and liquid cooling companies accounting for nearly 30% of the index, likely benefiting from increased energy storage demand due to AIDC's rising electricity consumption [1] - The AI ETF (159819) and Energy Storage Battery ETF (159566) are currently leading in scale among their respective indices, providing investors with a streamlined way to invest in the growth of AI computing power and its essential energy infrastructure [2]