信创ETF（159537）盘中上涨1.3%，电子行业复苏与存储涨价引关注

Group 1 - The electronic industry is experiencing a sustained recovery in demand, effective supply clearance, and rising prices for storage chips, with domestic production efforts exceeding expectations [1] - Nvidia's Q3 financial report shows a 66% year-on-year increase in data center revenue, primarily driven by the promotion of GB300, with Q4 revenue expected to reach $65 billion, significantly exceeding market expectations [1] - Google's release of Gemini 3, trained using self-developed TPU, demonstrates advanced reasoning capabilities and multimodal understanding, outperforming the previous generation in various benchmark tests [1] Group 2 - Current structural opportunities in the industry are concentrated in areas such as AI computing power, AIOT, semiconductor equipment, key components, and rising storage prices [1] - Capital expenditure from North American cloud providers continues to grow, and Qualcomm's entry into the AI chip market further confirms the industry's high prosperity [1] - The Xinchuang ETF (159537) tracks the Guozheng Xinchuang Index (CN5075), which selects listed companies in the semiconductor, software development, and computer equipment sectors to reflect the overall performance of information technology innovation-related securities [1]