英伟达Q4业绩表现亮眼！科创芯片设计ETF天弘（589070）标的指数探底回升

Group 1 - The core viewpoint of the news highlights the performance and potential of the Tianhong Sci-Tech Chip Design ETF (589070), which has seen a net inflow of 15.58 million yuan and a total scale of 603 million yuan as of February 25, 2026, marking it as the top fund in its category for growth this year [1] - The ETF is strategically positioned in high-growth segments such as cloud training chips, edge inference chips, and domestic GPUs, aligning with the trends of AI computing power explosion and domestic substitution [1] - The AI chip design market is experiencing a growth rate of 68%, with a 12% market share for domestic GPUs, providing solid performance support for the products [1] Group 2 - The current PE-TTM for the Sci-Tech Chip Design Index is 254.79 times, which is at the 30.67% percentile of its historical valuation over the past three years, indicating a relatively attractive valuation for long-term investment [2] - Nvidia reported record revenue of 68.1 billion USD for Q4 of fiscal year 2026, a 73% year-on-year increase, with net profit soaring by 94%, showcasing strong demand for AI computing power [2] - The digital chip design industry is expected to have a bright future, with strong order demand indicated by high growth in advance payments and contract liabilities, supporting the industry's growth certainty [2]