Nvidia(US:NVDA) Xin Lang Cai Jing·2026-02-26 11:49Core Viewpoint - The strong earnings report from Nvidia has validated the demand for AI, leading to a rebound in the computing power industry and highlighting investment opportunities in the domestic AI sector, particularly through the Sci-Tech Innovation Artificial Intelligence ETF (589520) [1][3][10] Group 1: Nvidia's Impact - Nvidia's earnings exceeded expectations, reinforcing the high demand for global AI computing power and shifting market focus towards the domestic AI industry [3][10] - The Sci-Tech Innovation Artificial Intelligence ETF (589520) saw a maximum increase of 2.36%, with a total inflow of 51.13 million yuan over three days, indicating strong investor interest [1][8] Group 2: Investment Opportunities - The domestic AI industry is transitioning from a "follower" to a "leader" position in computing power, with significant growth in AI inference demand reflected in the top three global model token usage being domestic models [3][10] - The commercial application of AI is on the verge of a breakthrough, with predictions that 2026 will be a pivotal year for AI value realization and commercialization [3][10] Group 3: ETF Composition and Strategy - The Sci-Tech Innovation Artificial Intelligence ETF focuses on the domestic AI industry, including leading companies in GPUs, ASICs, and AI applications, with nearly half of its weight in the semiconductor sector [3][10] - The ETF is designed as an efficient tool for investors to gain exposure to domestic computing power, with a significant portion of its holdings in software expected to benefit from the AI application surge [3][10]