Group 1 - The launch of NVIDIA's Rubin platform marks a new era in AI computing, significantly enhancing inference performance and reducing costs through the collaboration of six modules, including Vera CPU and Rubin GPU [1] - The Rubin GPU features a Transformer engine, achieving NVFP4 inference performance of 50 PFLOPS, which is five times that of Blackwell; the BlueField-4 powered memory storage platform expands GPU memory capacity and supports high-speed sharing, increasing tokens per second by up to five times [1] - The PCB segment adopts a cable-free interconnection architecture, improving assembly speed by 18 times and lowering deployment and operational costs; the open-source model ecosystem covers six major fields, including biomedicine and physical simulation [1] Group 2 - The Guotai ETF (159388) tracks the ChiNext AI Index (970070), which has a daily price fluctuation limit of 20%; this index selects listed companies involved in software development, smart hardware, and data services within the AI technology and application sectors to reflect the overall performance of AI-related stocks in the ChiNext market [2] - The index constituents exhibit high growth and innovation characteristics, focusing on the forefront of China's AI industry development [2]
20cm速递|关注创业板人工智能ETF国泰(159388)投资机会,技术突破与算力升级成焦点