黄仁勋驳斥“AI泡沫论”，低费率创业板人工智能ETF华夏（159381）午后拉升涨近3%，深信服涨停

Group 1 - The AI industry is experiencing significant growth, with NVIDIA's CEO Jensen Huang stating that it is not a bubble but a transformative technology leading to massive infrastructure investments [1][1][1] - Huang mentioned that thousands of billions of dollars have already been invested in AI, with trillions more needed for infrastructure development [1][1][1] - The demand for GPU rental is increasing, with spot prices rising for both new and older models due to the influx of new AI companies and shifts in R&D budgets from major corporations [1][1][1] Group 2 - The low-fee AI ETF, Huaxia (159381), has seen a nearly 3% increase, indicating strong market interest in AI-related investments [1][1][1] - The ETF tracks an index with over 50% weight in CPO and includes domestic software and AI application companies, providing high elasticity [1][1][1] - The top three holdings of the ETF are Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication, with a low comprehensive fee rate of only 0.20% [1][1][1]