Nvidia(US:NVDA) Mei Ri Jing Ji Xin Wen·2026-03-12 02:58Group 1: Market Performance - As of March 12, 2026, the Kexin Semiconductor ETF (588170) decreased by 0.48%, while the Semiconductor Equipment ETF Huaxia (562590) fell by 0.98% [1] - Over the past three months, the Kexin Semiconductor ETF has increased by 17.75%, and the Semiconductor Equipment ETF Huaxia has risen by 18.87% [1] - In terms of liquidity, the Kexin Semiconductor ETF had a turnover of 2.66% with a transaction volume of 227 million yuan, while the Semiconductor Equipment ETF Huaxia had a turnover of 2.11% with a transaction volume of 57.39 million yuan [1] Group 2: Fund Flows and Growth - The Kexin Semiconductor ETF experienced a net inflow of 60.34 million yuan, with a total of 1.86 billion yuan net inflow over the last five trading days, averaging 37.16 million yuan per day [1] - The Semiconductor Equipment ETF Huaxia has seen continuous net inflows over the past seven days, with a maximum single-day net inflow of 127 million yuan, totaling 290 million yuan and averaging 41.40 million yuan per day [1] Group 3: Upcoming Events and Industry Outlook - The NVIDIA GTC 2026 conference is scheduled for March 16-19, 2026, and is expected to showcase next-generation GPU architectures and other cutting-edge technologies, potentially catalyzing a new wave of innovation in the AI computing sector [2] - Guosheng Securities anticipates that the upcoming conference will mark a critical window for technological iteration in the AI computing supply chain, with expectations for new chip details and significant upgrades in AI computing infrastructure [2] - The Kexin Semiconductor ETF focuses on advanced packaging, which constitutes about 50% of its holdings, while the Semiconductor Equipment ETF Huaxia tracks semiconductor materials and equipment, benefiting from the global chip price surge [3]