Nvidia(US:NVDA) Xin Lang Cai Jing·2026-02-27 10:42Core Insights - The market is experiencing a divergence with over 2800 stocks declining, raising questions about whether it can continue to rally after recent volume increases [1][2] - Nvidia's earnings report exceeded expectations, leading to a surge in demand for computing power hardware such as CPO, PCB, and liquid-cooled servers, potentially opening up new opportunities in the computing power market [1][2] - The AI industry chain is witnessing a sustained price increase from storage to materials, prompting discussions on the longevity of this trend [1][2] Industry Analysis - The upcoming GTC conference is anticipated to highlight investment opportunities in various sectors, prompting preemptive positioning [1][2] - Zimbabwe's sudden ban on lithium ore exports raises concerns about its impact on the lithium battery supply chain [1][2] - The emergence of new technologies like "iron-air batteries" may reshape the battery industry landscape [1][2] Investment Opportunities - Small metals and gas turbines are showing strong performance, leading to discussions on which sectors offer better investment value [1][2] - The AI application sector has been undergoing continuous adjustments, leading to questions about whether the current market trend has reached its end [1][2] - Analysts are set to explore the core logic behind index divergence and predict market trends, as well as assess opportunities and risks within the lithium battery supply chain and cyclical commodities [1][2]