英偉達業績或重新點燃頂級人工智能ETF的動力
– 英偉達股價在周四上漲。
– AIQ及其他人工智能ETF中，英偉達是主要持股。
英偉達的業績報告在周四為人工智能交易提供了新的推動力。這家半導體巨頭公佈了強勁的第一季度業績，營收和盈利均超過華爾街預期，儘管由於美國出口限制，中國銷售額損失了數十億美元。
第一季度的營收高於預期，但第二季度的業績預測使投資者短暫擔憂。該公司預計銷售額將達到450億美元，誤差範圍為正負2%，略低於450.4億美元的共識預估。初看，這可能被視為投資者對該公司業績和業績預測的重大失誤。
然而，英偉達指出，業績預測中包含了對中國晶片出口管制的估計影響，約80億美元。如果排除這一影響，業績預測將接近530億美元，遠超預期。
英偉達股價在業績公布後上漲
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這一認知可能推動了周四的反彈，英偉達股價一度上漲6.4%至143.49美元，使該股距離1月份創下的歷史高位149.43美元僅一步之遙。
此次反彈標誌著4月份的急劇逆轉，當時股價盤中跌破87美元，因貿易緊張局勢升級。從那以後，英偉達幫助推動了更廣泛的市場復甦，因為圍繞人工智能的熱情繼續主導投資者情緒。
儘管中國限制措施無疑是阻力，但市場對英偉達在其他地區增長的能力感到放心。對其人工智能晶片的需求——用於驅動ChatGPT等應用程序的超級計算機——仍然強勁。微軟、亞馬遜和甲骨文等雲巨頭繼續爭奪英偉達的晶片，以運行內部運營並為客戶提供人工智能基礎設施。
英偉達還在全球擴大業務，與沙特阿拉伯和阿聯酋等國家達成主權人工智能協議，當地政府正在大量投資本地人工智能基礎設施。
AIQ、人工智能ETF重新點燃
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對於ETF投資者來說，英偉達仍然是許多人工智能主題策略的基石。資產管理規模最大的AI主題ETF——32億美元的Global X Artificial Intelligence & Technology ETF（AIQ）——持有英偉達的2.8%倉位——考慮到該公司在人工智能生態系統中的重要性，這一倉位相對謹慎。
但像26億美元的Global X Robotics & Artificial Intelligence ETF（BOTZ）這樣的基金提供了更集中的敞口。目前，英偉達在該基金中佔有9.7%的倉位。
16億美元的iShares AI and Innovation Tech Active ETF（BAI）是另一大持倉，目前該公司佔其投資組合的9%。
隨著英偉達繼續交付業績，它很可能仍是人工智能相關ETF的主要驅動力。
作為編輯，我認為這篇文章揭示了英偉達業績對人工智能ETF的重大影響。英偉達作為人工智能領域的領軍企業，其業績表現直接關係到相關ETF的走勢。同時，文章也指出，儘管面臨中國出口限制等挑戰，英偉達仍在全球範圍內擴大業務，並與多國政府達成合作協議，這為其長期發展提供了堅實的基礎。
此外，文章還提到了多只與人工智能相關的ETF，如Global X Artificial Intelligence & Technology ETF（AIQ）、Global X Robotics & Artificial Intelligence ETF（BOTZ）等，這些基金均持有英偉達的股份。投資者可根據自身需求和風險承受能力，選擇適合的投資產品。
然而，值得注意的是，人工智能領域的發展迅速，相關ETF的投資風險也相對較高。投資者需謹慎評估自身的投資目標和風險承受能力，做出明智的投資決策。
總的來說，英偉達的業績表現為人工智能ETF的未來走勢提供了新的推動力。投資者應密切關注相關新聞和市場動態，及時調整投資策略，以獲取最佳的投資回報。
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![{
"intro": "Create an ultra realistic 8K UHD DSLR photo based on the attached image as a reference of facial features, maintaining 100% likeness.",
"subject": {
"identity": "A stylish beautiful woman portrayed as Cleopatra performing a sacred night-time royal dance, embodying divine seduction, power, and celestial authority.",
"angle": "Full-body high-fashion editorial portrait captured at a cinematic 3/4 angle, ultra-crisp clarity with no blur.",
"pose": {
"body_position": "She is captured mid-dance inside a temple courtyard at night, her body angled gracefully, hips grounded, torso lifted, creating a powerful and sensual silhouette.",
"movement": "Her arms are raised in slow ceremonial motion while one leg steps forward, fully revealing her feet and lower legs as part of the ritual stance.",
"expression": "A calm, hypnotic, commanding gaze directed toward the camera—quiet dominance wrapped in sensual mystery."
}
},
"appearance": {
"outfit": "An ultra-bongga Cleopatra couture gown with an all-crystal bodice that fits like jeweled armor. Thousands of hand-set crystals, diamonds, and glass stones in gold, champagne, clear, and iridescent tones form sacred Egyptian motifs—cobras, sun disks, lotus symbols—entirely through crystal placement. The neckline is daring yet elegant, supported by invisible illusion mesh. From the waist, the skirt opens into flowing sheer silk and organza panels in ivory and soft gold, designed with a high front opening that intentionally exposes her legs and feet during movement. Crystal chains and beaded fringe sway rhythmically with every step, enhancing sensual motion.",
"accessories": "A dramatic Egyptian ceremonial headpiece with gold and crystal detailing, an oversized layered gold collar necklace, sculpted crystal arm cuffs, finger armor rings, a crystal-and-gold waist belt, and delicate gold anklets accentuating her bare feet.",
"hair": "Her hair is sleek, glossy, and perfectly controlled, styled to balance the weight of the crystal headpiece while allowing elegant movement.",
"makeup": "Ultra-glam, colorful Egyptian night makeup—bold elongated black kohl eyeliner, intense eyeshadow layered in turquoise, emerald, sapphire blue, violet, and metallic gold. Beneath the eyes, intricate ceremonial ink drawings in fine black and gold lines inspired by ancient Egyptian markings. Skin is luminous with molten-gold highlights, brows strong and defined, lips finished in a sensual nude-bronze satin."
},
"props": {
"ritual_elements": [
"Burning incense bowls releasing thick aromatic smoke",
"Golden sistrum placed near the dance space",
"Tall ceremonial torches lining the temple floor"
]
},
"background": {
"macro_environment": "A grand ancient Egyptian temple courtyard at night, reserved for sacred royal rituals.",
"midground_details": "Towering sandstone columns, massive statues of Isis and Hathor, carved temple walls, flowing linen drapes, and ceremonial platforms illuminated by firelight.",
"micro_elements": "Torch flames reflecting off crystal surfaces, fine dust particles glowing in the night air, incense smoke wrapping around her legs and feet, detailed stone floor textures beneath her bare feet, crystal fringe in motion, and sharply defined shadows—everything rendered in extreme detail with zero blur."
},
"lighting": {
"type": "Cinematic night lighting using torches, oil lamps, and subtle moonlight.",
"effect": "Firelight ignites the crystal bodice with prismatic sparkle while moonlight softly outlines her legs and feet, creating a dramatic, sensual, and divine atmosphere."
},
"camera": {
"camera_type": "DSLR",
"resolution": "8K UHD",
"lens": "50mm prime lens",
"aperture": "f/8 for full-body and environment sharpness",
"iso": 100,
"shutter_speed": "1/200s to freeze elegant motion clearly",
"focus": "Extreme sharp focus on crystal bodice, facial features, legs, feet, and temple details, no bokeh, no blur"
},
"style": "Ultra high-fashion editorial, night temple ritual, all-crystal couture, sexy yet sacred, ancient Egyptian royalty reimagined, cinematic realism, extremely detailed, sharp, iconic"
}](https://ssfuture.shop/wp-content/uploads/ai_gen_1766006158-167x300.png)
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