Nvidia(US:NVDA) Mei Ri Jing Ji Xin Wen·2026-01-07 04:18Group 1 - The core viewpoint of the news highlights the performance of the Sci-Tech Innovation Artificial Intelligence ETF (589010), which is currently experiencing a slight decline of 0.68% while maintaining a narrow range of fluctuations, indicating a search for technical support [1] - Notable stocks within the ETF include Star Ring Technology-U, which surged over 10%, and other key stocks like Lanke Technology and Obi Zhongguang-UW, which rose over 2%, suggesting active structural opportunities within the sector [1] - The ETF saw a significant increase in liquidity, with a turnover rate exceeding 7.6% and a transaction volume of 275 million yuan within the first hour of trading [1] Group 2 - Nvidia (NVDA) has launched the Vera Rubin CPU/GPU platform, focusing on agentic AI and the efficiency of mixture of experts (MoE) models, with production already underway [1] - Citic Securities identifies several investment opportunities in the computing power sector, including: 1) growth certainty of leading companies; 2) new technology upgrade directions, particularly Nvidia's focus on solving specific problems for excess profit; 3) accelerated localization of the industry chain; 4) order spillover [1] - The Sci-Tech Innovation Artificial Intelligence ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, covering high-quality enterprises across the entire industry chain, supported by high R&D investment and policy dividends, with a 20% price fluctuation limit and small-cap elasticity to capture the "singularity moment" of the AI industry [1]