Nvidia(US:NVDA) Mei Ri Jing Ji Xin Wen·2026-01-13 06:51Core Viewpoint - The technology and computing hardware sector is experiencing a downturn, with related ETFs seeing significant adjustments, while Nvidia's new AI supercomputer platform is set to revolutionize the market by reducing costs and resource requirements for AI training [1] Group 1: Market Performance - The ChiNext AI ETF (159381) fell by 2.81% with a turnover rate of 24.77%, and a trading volume of 427 million yuan [1] - The Communication ETF (515050) decreased by 2.69%, with a trading volume of 391 million yuan [1] - The Cloud Computing ETF (516630) saw its decline extend to 1.80% [1] Group 2: Nvidia's New Product Launch - Nvidia showcased the Vera Rubin AI supercomputer platform, which is set to enter mass production [1] - The platform includes six new chips, such as the Vera CPU and Rubin GPU, designed for extreme cross-chip collaboration [1] - The new design can reduce single-token inference costs by 90% and cut the number of GPUs needed for training mixture of experts (MoE) models by 75% [1] Group 3: Future Outlook - Guojin Securities anticipates continued growth in AI and high-performance computing demand, with Nvidia accelerating its architecture iteration pace [1] - Nvidia has introduced several groundbreaking architectures, including Volta, Hopper, and Blackwell, and plans to expand computing power boundaries with the next-generation architecture [1] - The launch of the Vera Rubin platform indicates that high-performance GPUs, CPUs, and high-speed interconnect chips will be key development directions for future AI platforms [1] - There are investment opportunities in domestic high-performance GPUs, CPUs, and interconnect chips [1]