明年英伟达GB300出货量可达5.5万台，科创100ETF华夏（588800）涨超1%

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board 100 Index has risen by 1.03%, with notable gains from stocks such as Guanggang Gas (up 8.95%) and Huafeng Measurement Control (up 5.56%) [1] - The Sci-Tech 100 ETF (588800) has increased by 1.08%, with a latest price of 1.31 yuan and a turnover rate of 0.69%, amounting to 17.64 million yuan [1] - The Semiconductor Materials and Equipment Theme Index on the Sci-Tech Innovation Board has surged by 1.99%, with key stocks like Aisen Co. (up 6.51%) and Anji Technology (up 5.24%) showing strong performance [1] Group 2 - Nvidia's GB300 AI server cabinet shipment is projected to reach 55,000 units next year, representing a 129% year-on-year increase, driven by major clients like Microsoft and Meta [1] - Demand for Nvidia remains robust, with major clients, including North American cloud service providers, increasing capital expenditures [2] - The Sci-Tech 100 ETF closely tracks the Sci-Tech 100 Index, focusing on high-growth sectors such as semiconductors, pharmaceuticals, and new energy [2]