--- title: "NVIDIA's Q1 report exceeded expectations, and E Fund's AI ETF has a heavy allocation, with a holding ratio of 9.25%" type: "News" locale: "en" url: "https://longbridge.com/en/news/287146367.md" description: "On Wednesday, the 20th, Eastern Time, NVIDIA announced its Q1 fiscal report for 2027, with revenue increasing by 85% year-on-year to $81.62 billion, surpassing analyst expectations by nearly 3.1%. This has reignited global enthusiasm for AI computing power, coupled with the resonance of prosperity in bottleneck segments such as storage, optical modules, and advanced foundry hardware, further strengthening the main upward trend of AI computing power. Driven by the strength of overseas computing power leaders, the E Fund AI ETF has welcomed a good opportunity for allocation. The largest holding in this product is NVIDIA, accounting for 9.25% of the portfolio, deeply binding it to the core leaders of global computing power, while also covering high-quality targets in storage, advanced foundry, and optical modules such as Micron, TSMC, and Lumentum, fully capturing the benefits of the storage supercycle. Recently, the trading of the product has continued to heat up, with transaction volumes rising, allowing for a one-click layout of the entire global AI computing hardware industry chain, closely following the main line of computing power trends and accurately grasping the benefits of the AI industry explosion" datetime: "2026-05-21T02:26:03.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/287146367.md) - [en](https://longbridge.com/en/news/287146367.md) - [zh-HK](https://longbridge.com/zh-HK/news/287146367.md) --- # NVIDIA's Q1 report exceeded expectations, and E Fund's AI ETF has a heavy allocation, with a holding ratio of 9.25% According to Zhitong Finance APP, on Wednesday, the 20th of Eastern Time, NVIDIA announced its Q1 financial report for the fiscal year 2027, with revenue increasing by 85% year-on-year to $81.62 billion, exceeding analysts' expectations by nearly 3.1%. This has once again ignited global enthusiasm for long positions in the AI computing power sector. Coupled with the resonance of prosperity in storage, optical modules, and advanced manufacturing hardware bottlenecks, the main upward wave of AI computing power continues to strengthen. Driven by the strength of overseas computing power leaders, the E Fund AI ETF (03489) has welcomed a good opportunity for allocation. The largest holding in this product is NVIDIA (NVDA.US), accounting for 9.25% of the portfolio, deeply binding with global computing power core leaders, while also covering high-quality targets in storage, advanced manufacturing, and optical modules such as Micron, TSMC, and Lumentum, fully grasping the benefits of the storage super cycle. Recently, product trading has continued to heat up, with transaction volumes rising, allowing for a one-click layout of the entire global AI computing power hardware industry chain, closely following the main line of computing power trends and accurately capturing the benefits of the AI industry explosion ### Related Stocks - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [NVDU.US](https://longbridge.com/en/quote/NVDU.US.md) - [SOXQ.US](https://longbridge.com/en/quote/SOXQ.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [07788.HK](https://longbridge.com/en/quote/07788.HK.md) - [07388.HK](https://longbridge.com/en/quote/07388.HK.md) - [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md) - [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md) - [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md) - [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) ## Related News & Research - [Nvidia earnings on May 20 could sway AI market sentiment](https://longbridge.com/en/news/286642553.md) - [Nvidia's $78 billion earnings test could reveal the real AI demand story](https://longbridge.com/en/news/286447895.md) - [Nvidia Q1 results surpass Wall Street expectations thanks to massive AI chip demand](https://longbridge.com/en/news/287136333.md) - [Joseph P. Lucia & Associates LLC Has $10.21 Million Holdings in NVIDIA Corporation $NVDA](https://longbridge.com/en/news/286531492.md) - [$100 Invested In GraniteShares 2x Long NVDA Daily ETF 5 Years Ago Would Be Worth This Much Today](https://longbridge.com/en/news/286320411.md)