英伟达将举办数据中心电力短缺峰会，科创半导体ETF（588170）盘中大涨5%

Group 1 - The core index of the semiconductor materials and equipment theme on the STAR Market has risen by 5.04%, with notable increases in constituent stocks such as ZKFC (up 11.70%), Tianyue Advanced (up 11.45%), and Shengmei Shanghai (up 10.66%) [1] - The STAR Semiconductor ETF (588170) has also seen a rise of 5.00%, with a latest price of 1.49 yuan, indicating active market trading with a turnover rate of 18.35% and a transaction volume of 618 million yuan [1] - Over the past three months, the STAR Semiconductor ETF (588170) has experienced a significant growth of 2.722 billion yuan in scale, reflecting strong investor interest [1] Group 2 - Minsheng Securities highlights that NVIDIA continues to maintain high demand, with major clients, including North American cloud service providers, increasing capital expenditures [2] - NVIDIA's Blackwell shipment volume is expected to accelerate, becoming a core growth engine in the upcoming quarters, supported by the CEO's emphasis on achieving a cumulative data center revenue of 500 billion USD by 2025-2026 [2] - The STAR Semiconductor ETF (588170) and its linked funds focus on semiconductor equipment (61%) and materials (23%), benefiting from the AI revolution and the domestic substitution trend in the semiconductor industry [2]