英伟达发布20年来最大CUDA更新，AI算力板块大涨，人工智能AIETF（515070）涨2.05%

Core Insights - A-shares in the technology sector experienced a collective surge, with significant gains in CPO, IT services, software development, 6G concepts, and communication equipment sectors [1] - NVIDIA officially released CUDA Toolkit 13.1, marking the largest and most comprehensive update since the platform's inception in 2006, introducing a new CUDA Tile programming model that simplifies GPU programming [1][2] - The CUDA Tile model enhances cross-architecture compatibility and strengthens NVIDIA's competitive edge in AI computing infrastructure, benefiting AI enterprises and developers in the short term while solidifying NVIDIA's dominance in the long term [2] Group 1: Market Performance - The AI ETF (515070) saw a 2.05% increase, with key holdings like Zhongji Xuchuang rising by 5.12% and Xinyi Sheng by 4.86% [1] - The top ten weighted stocks in the AI ETF include major domestic technology leaders such as Zhongji Xuchuang, Xinyi Sheng, and others, focusing on the AI industry chain [2] Group 2: Technological Developments - The new CUDA Tile programming model allows developers to write GPU programs at a higher abstraction level, optimizing hardware scheduling and reducing programming complexity [1][2] - The update significantly enhances support for the Blackwell architecture, achieving up to double the performance for specific computational tasks compared to previous generations [1]