Nvidia(US:NVDA) Mei Ri Jing Ji Xin Wen·2026-01-06 07:32Core Viewpoint - The market is experiencing high-level fluctuations, with the China Securities Technology Innovation and Entrepreneurship Artificial Intelligence Index showing a rebound, indicating positive sentiment in the AI sector [1] Group 1: Market Performance - As of 14:10, the China Securities Technology Innovation and Entrepreneurship Artificial Intelligence Index increased by 0.7%, with notable gains from stocks such as Beijing Junzheng rising over 8% and companies like Lanke Technology and Zhongke Chuangda rising over 4% [1] - The E Fund AI ETF (159140) saw net subscriptions exceeding 10 million units during the trading session, reflecting strong investor interest in AI-related investments [1] Group 2: Technological Developments - The 2026 International Consumer Electronics Show (CES) has commenced, where NVIDIA unveiled its next-generation Rubin AI platform, which integrates six new chips to significantly enhance inference costs and training efficiency, with initial deliveries expected in the second half of 2026 [1] - Analysts suggest that the platform's multi-chip heterogeneous collaboration will optimize performance and increase the demand for high-end PCBs and optical modules, potentially boosting both average selling prices (ASP) and shipment volumes in the upstream supply chain [1] Group 3: Index Composition - The China Securities Technology Innovation and Entrepreneurship Artificial Intelligence Index comprises 50 stocks from the Sci-Tech Innovation Board and the Growth Enterprise Market, focusing on companies involved in AI foundational resources, technology, and applications [1] - The top five weighted stocks in the index include Zhongji Xuchuang, Xinyisheng, Lanke Technology, Cambricon, and Kingsoft, highlighting key players in the optical module and domestic AI computing sectors [1]