Group 1 - The three major indices showed mixed performance, with the Shanghai Composite Index up 0.03%, the Shenzhen Component Index up 0.3%, and the ChiNext Index down 0.29% [1] - The STAR Market Chip Design Theme Index rose by 2.21%, with notable increases in stocks such as Anlu Technology (up over 14%), Xinxiang Microelectronics (up over 8%), and Cambricon (up nearly 8%) [1] - The Tianhong STAR Chip Design ETF (589070) had a trading volume exceeding 70 million yuan, with a turnover rate of over 12%, leading among similar products [1] Group 2 - NVIDIA reported record revenue for Q4 and the full fiscal year 2026, with Q4 revenue at $68.1 billion, a 20% increase from the previous quarter and a 73% increase year-over-year [2] - The full fiscal year revenue for NVIDIA reached $215.94 billion, a 65% increase from fiscal year 2025, with net profit for Q4 at $42.96 billion, up 94% year-over-year [2] - The semiconductor industry, particularly in storage, is experiencing growth driven by AI and computing power demand, with expectations of continued high demand through 2028 [2]
英伟达2026财年营收创新高,科创芯片设计ETF天弘(589070)标的指数涨超2%,实时换手率居同标的第一