Nvidia(US:NVDA) Sou Hu Cai Jing·2026-01-30 05:51Group 1 - The core viewpoint of the news highlights the active trading of the Tianhong Sci-Tech Chip Design ETF, which tracks the Shanghai Stock Exchange Sci-Tech Chip Design Theme Index, showing a strong performance with a 2.80% increase and significant gains in constituent stocks [1][2] - The Tianhong Sci-Tech Chip Design ETF has a 20% price fluctuation limit and closely follows the index that focuses on core chip design segments, with nearly 95% industry concentration and includes 50 leading companies in the chip sector [2] - SK Hynix has secured a substantial order from NVIDIA for approximately 70% of the HBM4 orders for the Vera Rubin platform, significantly exceeding market expectations, driven by the rising demand for AI computing and a recovering storage chip market [2] Group 2 - SK Hynix reported record financial results for Q4 of the 2025 fiscal year, with revenues reaching 32.8267 trillion KRW, a 66% year-on-year increase and a 34% quarter-on-quarter increase, while operating profit surged by 137% year-on-year and 68% quarter-on-quarter [2] - Guolian Minsheng Securities emphasizes that the domestic computing power sector is entering a "breakthrough year," with accelerating demand for domestic large models and positive capital expenditure outlooks from cloud vendors, indicating a dual acceleration in domestic substitution and technological iteration in chip design [3] - The current strong supply-demand dynamics in the industry favor design companies with independent IP, rapid tape-out capabilities, and experience in AI scenario adaptation, indicating a higher growth certainty for these firms [3]