NVIDIA's Q1 Earnings Surpass Expectations, E Fund AI ETF (03489) Heavily Invested with 9.25% Holding

On Wednesday, Eastern Time, NVIDIA (NVDA.US) released its fiscal 2027 first-quarter financial report. Revenue surged 85% year-over-year to $81.62 billion, exceeding analyst expectations by approximately 3.1%. This has reignited global enthusiasm for the AI computing sector, with the ongoing upswing in AI computing power further amplified by positive trends in storage, optical modules, and advanced foundry hardware. Driven by the strength of overseas computing leaders, the E Fund AI ETF (03489) presents a favorable allocation opportunity. The fund's largest holding is NVIDIA, accounting for 9.25% of its portfolio, providing deep exposure to the global core leader in computing power. The ETF also covers high-quality companies in storage, advanced foundry, and optical modules, such as Micron, TSMC, and Lumentum, offering comprehensive access to the super-cycle benefits in the storage sector. Recent trading activity for the product has intensified, with rising transaction volumes. It enables investors to gain one-click exposure to the entire global AI computing hardware industry chain, closely track the main trend in computing power, and precisely capture the explosive growth opportunities within the AI industry.