As of 13:23, the CSI Semiconductor Materials and Equipment Theme Index (931743) fell by 0.88%; among the weighted stocks, Zhongwei Company rose by 0.93%, Northern Huachuang rose by 4.17%, Tuojing Technology rose by 0.02%, Changchuan Technology rose by 2.6%, Huahai Qingshi fell by 0.65%, Shanghai Silicon Industry fell by 1.23%, Zhongke Feicai fell by 3.65%, Nanda Optoelectronics fell by 2.27%, Jiangfeng Electronics fell by 3.68%, and Anji Technology fell by 2.12%.
After hours in the U.S. stock market, AI giant NVIDIA released its first-quarter financial report, with results far exceeding Wall Street expectations. The financial report showed that the company's quarterly revenue soared 85% year-on-year to $81.62 billion, and net profit surged 211% to $58.3 billion. Among them, revenue from the data center business reached $75.2 billion, a staggering increase of 92% year-on-year, accounting for as much as 92% of total revenue, becoming the main growth engine.
NVIDIA provided a strong performance guidance, expecting next quarter's revenue to be between $89.1 billion and $92.8 billion. CEO Jensen Huang stated that the next-generation rack-level AI system Vera Rubin will begin production and shipment in the second half of 2026; the company is confident that Blackwell and Rubin chips will achieve $1 trillion in revenue between 2025 and 2027.
Xinda Securities pointed out that with the continued high prosperity of AI infrastructure investment and the unresolved bottlenecks in advanced processes and packaging, the supply-demand imbalance for CPUs may persist, and the price center is expected to maintain an upward trend, driving synchronous improvements in the upstream wafer foundry, packaging, and equipment materials sectors.
The semiconductor equipment ETF E Fund (159558) tracks the CSI Semiconductor Materials and Equipment Theme Index, with a total net inflow of over 1.1 billion in the past 5 days; as of the time of writing, there was a net subscription of 93 million shares during the session.
<img src="https://imageproxy.pbkrs.com/https://tongbi-app.oss-cn-shanghai.aliyuncs.com/upload/4d9c7d93556b45e1bc967d1816e5b9c7.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://tongbi-app.oss-cn-shanghai.aliyuncs.com/upload/4d9c7d93556b45e1bc967d1816e5b9c7.png"/>
The semiconductor equipment ETF E Fund (159558) closely tracks the CSI Semiconductor Materials and Equipment Theme Index, which focuses on the semiconductor equipment and materials sectors. According to the Shenwan three-level industry classification, the index's semiconductor equipment accounts for over 60%, demonstrating strong resilience amid the trend of domestic substitution.
The semiconductor equipment ETF E Fund (159558) provides an efficient tool for one-click layout in this high-prosperity track, capturing industry trend dividends amid volatility. Off-exchange investors can also pay attention to the linked funds A/C (021893/ 021894)

Nvidia Q1 results are in — revenue of $81.6bn (+85% YoY), adj. EPS (+140% YoY), and data center revenue of $75.2bn (92% of total) all beat estimates. Q2 guidance came in at $91bn, excluding China data center revenue. The board also authorized an additional $80bn buyback and raised the dividend 24x. All upside on paper — yet the stock swung lower by more than 3% in after-hours before turning positive. The market has grown accustomed to Nvidia beating by a wide margin; a 3.1% beat this time around was seen as underwhelming. Add in repricing noise from a revised reporting framework, and sentiment is clearly divided at a ~$6tn market cap. Are you backing Nvidia to keep its crown — or calling a pullback from the top?

Nvidia Q1 results are in — revenue of $81.6bn (+85% YoY), adj. EPS (+140% YoY), and data center revenue of $75.2bn (92% of total) all beat estimates. Q2 guidance came in at $91bn, excluding China data center revenue. The board also authorized an additional $80bn buyback and raised the dividend 24x. All upside on paper — yet the stock swung lower by more than 3% in after-hours before turning positive. The market has grown accustomed to Nvidia beating by a wide margin; a 3.1% beat this time around was seen as underwhelming. Add in repricing noise from a revised reporting framework, and sentiment is clearly divided at a ~$6tn market cap. Are you backing Nvidia to keep its crown — or calling a pullback from the top?

Nvidia Beats Estimates — But the Market Isn't Buying It?

NVDA Q1 just dropped. Revenue USD 81.6 billion (+85% YoY). Adjusted EPS +140% YoY. Data center revenue USD 75.2 billion (~92% of total). Every line beat consensus. Q2 guidance: USD 91 billion, and that excludes any China data center revenue. The board also added USD 80 billion to the buyback authorization and lifted the quarterly dividend by 24x.&nbsp;On paper, all green. But the stock dropped over 3% after-hours before clawing back. The market has gotten used to bigger NVDA beats, and a 3.1% top-line surprise wasn't enough this time. Layer on repricing noise from a revised reporting framework, and at the USD 6 trillion mark, the disagreement is real.&nbsp;Continued AI king run, or first real high-altitude correction?

NVDA Q1 just dropped. Revenue USD 81.6 billion (+85% YoY). Adjusted EPS +140% YoY. Data center revenue USD 75.2 billion (~92% of total). Every line beat consensus. Q2 guidance: USD 91 billion, and that excludes any China data center revenue. The board also added USD 80 billion to the buyback authorization and lifted the quarterly dividend by 24x.&nbsp;On paper, all green. But the stock dropped over 3% after-hours before clawing back. The market has gotten used to bigger NVDA beats, and a 3.1% top-line surprise wasn't enough this time. Layer on repricing noise from a revised reporting framework, and at the USD 6 trillion mark, the disagreement is real.&nbsp;Continued AI king run, or first real high-altitude correction?

NVDA Beats Every Line Yet Stock Wobbles?

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NVIDIA's first-quarter financial report shows that revenue increased by 85% year-on-year to $81.62 billion, and net profit surged by 211% to $58.3 billion, with the data center business accounting for 92% of total revenue. Revenue for the next quarter is expected to be between $89.1 billion and $92.8 billion. The semiconductor equipment ETF E Fund (159558) has seen a net inflow of over 1.1 billion in the past five days, with a net subscription of 93 million shares during the trading session, reflecting the high prosperity of the semiconductor industry

同壁财经

Direxion Semicon Bull 3X

Spdr Select Tech

iShares Semiconductor ETF

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

NVIDIA

Nvidia's net profit increased by over 210%, validating the industry's prosperity. The semiconductor equipment ETF, E Fund (159558), has attracted over 1.1 billion in total over 5 consecutive days, with a net subscription of 93 million shares during the trading session