来源：格隆汇APP 1. 美国三大股指期货齐涨，纳指期货涨0.45%，标普500指数期货涨0.28%，道指期货涨0.23%。 2. 欧股主要指数集体上涨，德国DAX指数涨0.13%，英国富时100指数涨0.9%，法国CAC指数涨0.06%， 欧洲斯托克50指数涨0.48%。 3. 美联储将于北京时间周四凌晨2:00公布利率决议，市场普遍预期降息25个基点，将联邦基金利率目标 区间下调至3.75%-4%。 4. 富国银行：美股年底前将迎来全面上涨行情，标普500指数年底目标7100点。 5. 黄仁勋华盛顿GTC演讲：驳斥AI泡沫论，Blackwell和Rubin芯片将创造五千亿美元收入；推出 NVQLink技术，宣布与美国能源部合建美国最大AI超级计算机。 8. 美国射频芯片大厂思佳讯和Qorvo达成合并协议，新公司估值达220亿美元。 9. 优步拟2027年起扩充英伟达技术支持的自动驾驶出租车车队，目标10万辆。 10. 格芯计划投资11亿欧元扩大德国工厂产能，将年产超100万片晶圆。 11. 美国航天局与洛克希德-马丁联合研发的试验性静音超音速飞机X-59完成首次飞行。 12. 嘉能可今年前三季度铜产量下降 ...

注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不预示 未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参考，不 构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险等级相 匹配的产品。基金有风险，投资需谨慎。 英伟达GTC重磅不断，在AI与6G技术结合方面，英伟达宣布与诺基亚达成战略合作，将投资10亿美元 认购诺基亚股份，共同推进AI原生6G网络平台。超算方面，英伟达推出融合AI超算和量子计算的 NVQLink技术，连接量子处理器与GPU超级计算机，已获得17家量子计算公司支持。英伟达还宣布， 与美国能源部合作建造该部门最大的AI超算。AI工厂方面，英伟达将推出支持AI工厂操作的处理器 Bluefield-4。 机械ETF（516960）跟踪的是细分机械指数（000812），该指数从市场中选取涉及工业自动化、专用设 备制造等领域的上市公司证券作为指数样本，以反映机械设备行业相关上市公司证券的整体表现。细分 机械指数成分股具有较高成长性和技术领先特征，能够较好体现该行业的整体发展趋势。 ...

Core Insights - The communication ETF (515880) has seen a year-to-date market increase of over 117%, ranking first among all ETFs in the market [1] Group 1: NVIDIA Developments - NVIDIA CEO Jensen Huang delivered a keynote at the GTC conference, focusing on breakthroughs in 6G, AI, quantum computing, and robotics [1] - NVIDIA announced a strategic partnership with Nokia, investing $1 billion to acquire shares and jointly advance an AI-native 6G network platform [1] - The company introduced NVQLink technology, integrating AI supercomputing with quantum computing, which has gained support from 17 quantum computing firms [1] - NVIDIA is collaborating with the U.S. Department of Energy to build the largest AI supercomputer for the department [1] - The launch of the Bluefield-4 processor will support AI factory operations [1] Group 2: Market Outlook - Continuous investment in domestic and international computing infrastructure is expected to maintain high demand in the optical module market [1] - As of October 24, the communication ETF (515880) is the largest in its category, with "optical modules + servers + copper connections + optical fibers" accounting for over 80% of its composition [1] - Optical modules represent over 50% of the ETF, indicating potential investment opportunities in related sectors [1]

Core Insights - Huang Renxun's keynote at the GTC conference highlighted significant advancements in AI and technology, marking the beginning of "Computing Revolution 2.0" for NVIDIA, which saw its market value approach $5 trillion after a 5% increase in stock price [2][3][12]. Group 1: Strategic Partnerships and Collaborations - NVIDIA announced a $1 billion equity investment in collaboration with Nokia to develop a 6G AI platform, alongside partnerships with T-Mobile and Cisco for the first 6G AI-native wireless stack in the U.S. [5][6]. - The company is working with the U.S. Department of Energy to build seven supercomputers, including the largest AI supercomputer for the department, equipped with 100,000 NVIDIA Blackwell GPUs [9][10]. Group 2: Technological Innovations - NVIDIA introduced NVQLink technology to connect quantum processors with GPU supercomputers, gaining support from 17 quantum processor manufacturers and 5 controller manufacturers [7][8]. - The company unveiled the BlueField-4 data processing chip and the industrial-grade edge AI platform IGX Thor, significantly enhancing processing capabilities [11]. Group 3: AI Market Outlook - Huang Renxun refuted claims of an AI bubble, asserting that the demand for NVIDIA GPUs remains strong, with 6 million Blackwell architecture GPUs shipped in the past four quarters [12][14]. - The anticipated sales for Blackwell and the upcoming Rubin chip are projected to reach $500 billion [15]. Group 4: Future Developments - NVIDIA's roadmap includes the production of the fastest AI chip, Blackwell, in Arizona, marking a significant milestone in U.S. manufacturing [18][19]. - The next-generation Vera Rubin super GPU has completed lab testing and is expected to enter mass production soon, designed for both AI and scientific tasks [20].

10月29日，A股三大指数集体高开，电子板块表现强势。 华西证券表示，全球存储芯片市场正加速步入一个"超级周期"，多家厂商上调价格，涨价热潮或进一步 加剧。此外，外部压力正转化为内部创新动力，推动中国在关键科技领域走向自主可控与产业升级。 相关ETF中，截至发稿，芯片ETF天弘（159310）涨0.54%，成分股中，佰维存储、江波龙、景嘉微等 股走强。此外，电子ETF（159997）涨1.60%，成交额超1200万元，成分股中，生益电子涨、三环集团 超11%，工业富联、景旺电子等股领涨。。 国投证券表示，人工智能引发的内存"超级周期"正全面加速，迫使全球主要供应商大幅提价，并推动客 户争相锁定长期供应，以应对日益加剧的短缺风险。 Wind金融终端数据显示，电子ETF（159997）昨日获960万元资金净流入；截至10月20日，该ETF年内 涨幅达42.51%。 芯片ETF天弘（159310，场外C类012553）跟踪中证芯片产业指数。wind金融终端显示，该标的指数 2025年H1归母净利润同比增长37.62%。从板块整体来看，在AI周期与自主创新背景下，科创芯片板块 存在高成长、高弹性的特征。国金证券表示， ...

Core Insights - NVIDIA's CEO Jensen Huang emphasized breakthroughs in 6G, AI, quantum computing, and robotics during his keynote at the GTC conference, highlighting accelerated computing and GPU technology as key drivers of technological advancement as Moore's Law becomes less effective [3][4] Group 1: Strategic Partnerships and Investments - NVIDIA announced a strategic partnership with Nokia, committing to invest $1 billion to acquire shares in Nokia to jointly advance an AI-native 6G network platform [3] - The company is collaborating with the U.S. Department of Energy to build the largest AI supercomputer for the department [3] Group 2: Technological Innovations - NVIDIA introduced NVQLink technology, which integrates AI supercomputing with quantum computing, receiving support from 17 quantum computing companies [3] - The company plans to launch the Bluefield-4 processor to support AI factory operations [3] Group 3: Market Trends and Financial Performance - The AI industry is experiencing rapid growth, with significant capital expenditures from major cloud service providers, which now account for 60% of their operating cash flow, indicating a strong market outlook [5] - The communication ETF (515880) has surpassed 107 billion, ranking first among its peers, with over 50% of its composition in optical modules, reflecting a robust demand for computing hardware [7][8] Group 4: Optical Module Market Dynamics - The optical module market is expected to see significant growth, with projected market sizes of $14.4 billion, $24.4 billion, and $32.7 billion for the years 2025, 2026, and 2027, respectively, driven by increased demand and technological upgrades [6] - The overall market for optical modules is in a state of rising volume and price, with a stable competitive landscape dominated by leading Chinese manufacturers [6]

Core Insights - Nvidia's CEO Jensen Huang announced significant advancements in AI, quantum computing, and 6G technology during the GTC conference, emphasizing the importance of accelerated computing and GPU technology as core drivers of technological progress [3][5]. Group 1: Chip Development and Production - The Vera Rubin chip has completed laboratory testing and is expected to enter mass production by next year, with an anticipated shipment of 20 million units [1][12]. - Nvidia's fastest AI chip, the Blackwell GPU, is now in full production in Arizona, marking the first time it is manufactured in the U.S. The company expects to ship 20 million Blackwell chips, a significant increase compared to the 4 million units of the previous Hopper architecture [12][13]. - The combined sales from Blackwell and the upcoming Rubin chips are projected to reach $500 billion over five quarters [12]. Group 2: Strategic Partnerships and Collaborations - Nvidia has formed a strategic partnership with Nokia to develop an AI-native 6G network platform, investing $1 billion in Nokia shares [3][14]. - The collaboration aims to integrate AI into wireless access network products, enhancing the efficiency of 6G technology [16][17]. - Nvidia is also partnering with Oracle to build the largest AI supercomputer for the U.S. Department of Energy, equipped with 100,000 Blackwell GPUs [22]. Group 3: AI and Quantum Computing Integration - Nvidia introduced NVQLink, a new interconnect technology that links quantum processors with GPU systems, which has garnered support from 17 quantum computing companies [18][20]. - This technology aims to enhance quantum computing capabilities by allowing traditional processors to support quantum systems, facilitating error correction and optimizing AI algorithms [21]. Group 4: AI in Industry Applications - Nvidia's collaboration with CrowdStrike focuses on developing AI-driven cybersecurity models, integrating Nvidia's GPU capabilities with CrowdStrike's Falcon platform [28][30]. - The partnership with Palantir aims to enhance operational AI technology, with Lowe's being one of the first companies to implement this integrated technology for supply chain optimization [38][40]. - Eli Lilly is set to build a supercomputer powered by over 1,000 Blackwell Ultra GPUs to accelerate drug discovery and development processes [41][42].

Core Insights - Nvidia's CEO Jensen Huang emphasized the importance of accelerated computing and GPU technology as key drivers of technological advancement, especially in the context of the failure of Moore's Law [1][3] - Nvidia announced a strategic partnership with Nokia to invest $1 billion in Nokia shares to advance AI-native 6G network platforms [1][10] - The company introduced NVQLink technology, which integrates AI supercomputing with quantum computing, gaining support from 17 quantum computing companies [1][14] - Nvidia's collaboration with Uber and Stellantis aims to deploy 100,000 Robotaxi vehicles based on Nvidia technology starting in 2027 [1][28] Group 1: AI and Quantum Computing - Nvidia's NVQLink technology connects quantum processors with GPU supercomputers, enhancing quantum computing capabilities and error correction [14][16] - The company is collaborating with the U.S. Department of Energy to build the largest AI supercomputer, named Solstice, equipped with 100,000 Blackwell GPUs [18][19] - Nvidia's next-generation Vera Rubin super GPU, capable of 100 Petaflops, is expected to enter mass production next year [2][4] Group 2: Strategic Partnerships - Nvidia partnered with Palantir to integrate GPU computing capabilities into enterprise data platforms, accelerating AI commercialization in complex industries [2][32] - The collaboration with Eli Lilly aims to build a supercomputer powered by over 1,000 Blackwell Ultra GPUs for drug discovery and development [35][36] - T-Mobile will work with Nokia and Nvidia to test and develop AI-RAN technology for 6G networks, with trials expected to start in 2026 [13] Group 3: Product Innovations - The BlueField-4 processor, designed for AI factory operations, supports 800 Gb/s throughput and is expected to triple the scale of AI factories compared to its predecessor [20][21] - Nvidia's DRIVE AGX Hyperion 10 platform will enable the development of L4-level autonomous vehicles, with Uber planning to expand its Robotaxi fleet significantly [26][30] - The upcoming Rubin Ultra platform will achieve 15 Exaflops of FP4 inference performance, significantly enhancing AI processing capabilities [8][9]