Nvidia(US:NVDA) Mei Ri Jing Ji Xin Wen·2026-03-03 03:28Group 1 - The core viewpoint of the news highlights the performance of semiconductor ETFs, with the Kexin Semiconductor ETF (588170) and Huaxia Semiconductor Equipment ETF (562590) experiencing declines of 2.14% and 2.24% respectively, while individual stocks like Jiangfeng Electronics and Tuojing Electronics saw gains [1] - The Kexin Semiconductor ETF has shown significant growth in scale, increasing by 6.95 million yuan over the past week, leading its peers in new scale [1] - The Kexin Semiconductor ETF has experienced continuous net inflows over the past three days, with a maximum single-day net inflow of 469 million yuan, totaling 726 million yuan, averaging 242 million yuan in daily net inflow [1] Group 2 - Nvidia (NVDA.US) has announced a strategic partnership with Lumentum (LITE.O) to develop advanced optical technologies, including a multi-billion dollar procurement commitment and a $2 billion investment to support Lumentum's R&D and manufacturing capabilities [2] - Meta has signed an AI chip supply agreement with AMD, planning to deploy up to 6 gigawatts of AMD chips over five years, which boosts confidence in the sustained demand for semiconductor equipment [2] - The Huaxia Semiconductor Equipment ETF (562590) tracks the CSI Semiconductor Materials and Equipment Theme Index, benefiting from the global chip price surge, with approximately 63% of its content being semiconductor equipment [3]