英伟达一季报超预期，易方达AI ETF(03489)重仓布局，持仓占比9.25%

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智通财经APP获悉，美东时间20日周三，英伟达公布2027财年一季度财报，营收同比增长85%至816.2亿美元，较分析师预期高将近3.1%，再度点燃全球AI算力板块做多热情，叠加存储、光模块、先进代工硬件瓶颈环节景气共振，AI算力主升浪持续强化。受海外算力龙头走强带动，易方达AI ETF(03489)迎来配置良机。该产品第一大重仓股即为英伟达(NVDA.US)，持仓占比达9.25%，深度绑定全球...

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