6月3日，AI方向表现分化，网络游戏、金融科技概念活跃。截至11点11分，聚焦AI算力+消费电子终端的5G通信ETF（515050）跌0.29%，持仓股深南电路、移远通信、领益智造、光库科技等领涨。近期，AI算力龙头英伟达公布了2026财年第一季度财报，营收达441亿美元，同比增长69%，净利润达187.75亿美元。核心推动力仍然来自数据中心业务。兴业证券认为，这一板块之所以能持续爆发，主要得益于...
Source Link6月3日，AI方向表现分化，网络游戏、金融科技概念活跃。截至11点11分，聚焦AI算力+消费电子终端的5G通信ETF（515050）跌0.29%，持仓股深南电路、移远通信、领益智造、光库科技等领涨。近期，AI算力龙头英伟达公布了2026财年第一季度财报，营收达441亿美元，同比增长69%，净利润达187.75亿美元。核心推动力仍然来自数据中心业务。兴业证券认为，这一板块之所以能持续爆发，主要得益于...
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