ETF盘中资讯 | 英伟达财报创纪录+谷歌推新模型！信创ETF基金（562030）涨近2.5%！品高股份一字涨停，三六零午后涨停

Core Insights - The software development sector is experiencing significant growth driven by AI advancements, with major companies increasing their capital expenditures on AI infrastructure [3][4] - The 信创 ETF fund (562030) has seen a rapid price increase, reflecting strong performance from its constituent stocks, particularly in the software development industry [1] Group 1: AI and Software Development - AI has become the core growth engine for the computer and software development industry, with major cloud providers increasing their investments in AI [4] - In Q3, the combined capital expenditures of four major cloud companies exceeded $110 billion, primarily directed towards data centers and AI infrastructure [4] - The demand for AI computing power remains strong, with NVIDIA reporting record data center revenue and significant future revenue potential from new chips [4] Group 2: Market Performance and Trends - The 信创 ETF fund (562030) and its linked funds are passively tracking the 中证信创 index, which includes top-weighted stocks such as 中科曙光 and 海光信息 [4] - Notable stock performances include 品高股份 and 三六零 reaching their daily price limits, while 卓易信息 and 致远互联 saw substantial gains [1] - The AI-driven growth is also reflected in the revenue increases of SaaS companies like ServiceNow and Palantir, indicating a high level of industry optimism [4]