On August 28, the volume of the GEM artificial intelligence ETF Huabao rose by 0.41% as of midday trading, with a turnover of 848 million yuan, up 2.5% intraday. According to the news, Nvidia released its financial report for the second quarter of fiscal year 2027 on August 26. Quarterly revenue was US$96.221 billion, up 106% year on year, of which data center business revenue was US$89.023 billion, up 117% year on year. Management expects revenue for fiscal year 2028 to increase by about 70% year on year, and the AI infrastructure boom will continue. Dongwu Securities believes that under the resonance between supply and demand for computing power, supernodes have become an inevitable path for AI clusters to evolve. Global AI's cutting-edge model capabilities are moving from a single round of question-and-answer to complex task processing. Long context, complex reasoning, and agent-based applications continue to lengthen the inference chain, driving upward demand for training and inference computing power. Open Source Securities said that as AIDC accelerates construction and supernode penetration, the overall demand for Switch & Retimer chips is expected to expand at an accelerated pace. A domestic core replacement that is optimistic about key card slots and has a first-mover advantage. Half of the GEM AI ETF Huabao Tracking Index is focused on the optical module CPO sector, while the other half covers domestic computing power and AI software applications, forming a balanced layout of “hardware+application”. Seize AI-themed opportunities in all aspects and focus on Huabao, the first GEM artificial intelligence ETF in the market, and OTC connectivity.
Zhitongcaijing · 2d ago
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On August 28, the volume of the GEM artificial intelligence ETF Huabao rose by 0.41% as of midday trading, with a turnover of 848 million yuan, up 2.5% intraday. According to the news, Nvidia released its financial report for the second quarter of fiscal year 2027 on August 26. Quarterly revenue was US$96.221 billion, up 106% year on year, of which data center business revenue was US$89.023 billion, up 117% year on year. Management expects revenue for fiscal year 2028 to increase by about 70% year on year, and the AI infrastructure boom will continue. Dongwu Securities believes that under the resonance between supply and demand for computing power, supernodes have become an inevitable path for AI clusters to evolve. Global AI's cutting-edge model capabilities are moving from a single round of question-and-answer to complex task processing. Long context, complex reasoning, and agent-based applications continue to lengthen the inference chain, driving upward demand for training and inference computing power. Open Source Securities said that as AIDC accelerates construction and supernode penetration, the overall demand for Switch & Retimer chips is expected to expand at an accelerated pace. A domestic core replacement that is optimistic about key card slots and has a first-mover advantage. Half of the GEM AI ETF Huabao Tracking Index is focused on the optical module CPO sector, while the other half covers domestic computing power and AI software applications, forming a balanced layout of “hardware+application”. Seize AI-themed opportunities in all aspects and focus on Huabao, the first GEM artificial intelligence ETF in the market, and OTC connectivity.
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