Group 1 - The core viewpoint of the articles highlights the impact of Nvidia's upcoming earnings report on the AI computing industry and related ETFs, particularly the Huaxia AI ETF, which has seen significant capital inflows recently [1][2] - Nvidia is expected to provide guidance for the next fiscal quarter, with market analysts anticipating a revenue of $45.92 billion and earnings per share of $1.01, while potentially excluding direct revenue from the Chinese market due to U.S. export restrictions [1] - The Huaxia AI ETF has received over 60 million yuan in net inflows over the past three days, indicating strong investor interest in AI-related assets [2] Group 2 - The AI computing sector is experiencing a high level of investment activity, with the Huaxia AI ETF focusing on key areas such as high-end optical modules, which hold a 70% global market share, benefiting from the current AI computing wave [2] - The ETF has a low management fee of 0.20%, making it attractive to investors, and has outperformed similar AI indices with a year-to-date increase of over 50% [2]

Group 1 - Nvidia is set to release its latest earnings report next Wednesday, with the third-quarter guidance being a key focus for the market [1] - KeyBanc Capital Markets indicates that Nvidia may temporarily exclude direct revenue from the Chinese market in its next fiscal guidance due to uncertainties surrounding semiconductor export licenses [1] - If Nvidia's business in China, based on chips like H20 and RTX6000D (B40), were included, it could have generated an additional revenue of $2 billion to $3 billion [1] Group 2 - Despite short-term uncertainties in the Chinese market, Nvidia's business fundamentals remain strong, providing robust support for long-term growth [2] - KeyBanc highlights significant improvements in Nvidia's GPU supply and capacity, which are core drivers of its sustained performance [2] - Data shows a 40% increase in Nvidia's GPU supply for the quarter ending in July, with an expected further 20% growth by October due to the ramp-up of B200 chips [2] Group 3 - Wall Street maintains an optimistic outlook, with KeyBanc raising Nvidia's target price from $190 to $215 while maintaining an "overweight" rating [3] - Susquehanna analysts also see continued momentum in Nvidia's data center business, raising their target price from $180 to $210 and maintaining a "positive" rating [3] - Despite the target price increases from two Wall Street firms, Nvidia's stock price fell approximately 2.5% on Wednesday morning [3]