英伟达斥资百亿元获得Groq技术授权，算力ETF——5G通信ETF（515050）年内涨超100%

Group 1 - The A-share market saw a quick rise after a low opening, with active performance in concepts related to Microsoft partners, ChatGPT, and AIGC [1] - The AI-focused ETFs, such as the Huaxia Artificial Intelligence ETF (159381), saw a rise of over 1%, while the 5G Communication ETF (515050) has more than doubled in value this year [1] - Nvidia agreed to pay approximately $20 billion to acquire technology licensing from the startup Groq, which is three times the company's valuation of $6.9 billion from a few months ago [1] Group 2 - Haitong Securities believes that the leap in AI capabilities is driving the acceleration of commercialization, with leading firms in China and the US dominating the global large model landscape [2] - The demand structure for computing power is undergoing profound changes due to the comprehensive upgrade of inference paradigms, with high-value scenarios like continuous inference and multi-modal generation becoming core sources of future growth [2] - The year 2026 is expected to be a critical turning point for AI commercialization, as the synchronization of model capabilities, engineering systems, and business models will drive AI applications from "tool availability" to "value realization" [2] Group 3 - The Cloud Computing 50 ETF (516630) tracks a cloud computing index with a high AI computing power content, covering popular concepts such as optical modules and AI servers [3] - The 5G Communication ETF (515050) focuses on the 5G communication theme index, with major holdings in companies like Nvidia and Apple [3] - The Huaxia Artificial Intelligence ETF (159381) tracks the entrepreneurial board AI index, with over 57% weight in optical module CPO and a low fee rate of 0.2% [3]