Nvidia(US:NVDA) Mei Ri Jing Ji Xin Wen·2026-03-17 05:46Group 1 - The chip design concept continues to decline, with the Tianhong ETF tracking the chip design index down by 1.49% and a trading volume of 32 million yuan, indicating a turnover rate exceeding 5.00% [1] - The Tianhong ETF has seen a net inflow of 104 million yuan over the last ten trading days, with a current fund size of 637 million yuan, marking a year-to-date growth of 637 million yuan, making it the top fund in its category [1] - The Tianhong ETF closely tracks the chip design index, which has increased by 51.65% over the past year, with a high concentration in semiconductor stocks (95.27%) and a maximum daily fluctuation of 20% [1] Group 2 - At the NVIDIA GTC 2026 conference, CEO Jensen Huang projected a strong demand for AI computing power, estimating a demand of at least 1 trillion USD by 2027, indicating a rapid shift in AI towards reasoning and action, which will drive chip design demand [2] - Major global foundries plan to raise foundry prices by up to 10% starting in April, reflecting an expansion of industry prosperity from advanced processes to broader areas [2] - The Semiconductor Industry Association reported a significant year-on-year increase of 46.1% in global semiconductor sales in January 2026, providing fundamental support for the chip design sector [2]