英伟达财报与业绩指引双双超预期，科创半导体ETF、半导体设备ETF华夏回调蓄势

Group 1 - The core viewpoint of the news highlights the performance of semiconductor ETFs, with the high "equipment" content Sci-Tech Semiconductor ETF (588170) declining by 0.85% and the Huaxia Semiconductor Equipment ETF (562590) dropping by 1.38% [1] - Individual stocks showed mixed performance, with Olay New Materials leading with a rise of 7.85%, while Zhongchuan Special Gas fell by 4.94% [1] - Nvidia reported a significant year-on-year revenue growth of 73%, increasing from $39.3 billion to $68.13 billion, with over 91% of its revenue coming from the data center segment, primarily driven by AI chips [1] Group 2 - Nvidia's revenue guidance for the first fiscal quarter is projected at $78 billion, with a fluctuation range of 2%, surpassing analyst expectations of $72.6 billion [1] - The Sci-Tech Semiconductor ETF (588170) tracks the only semiconductor equipment theme index on the Sci-Tech Innovation Board, with advanced packaging content being the highest in the market at approximately 50% [1] - The Huaxia Semiconductor Equipment ETF (562590) tracks the CSI Semiconductor Materials and Equipment Theme Index, with semiconductor equipment content being the highest in the market at around 63%, benefiting from the global chip price surge [2]