英伟达财报验证强劲需求，科创芯片设计ETF招商（589390）标的指数涨近5%！机构：存储或成AI关键瓶颈，涨价周期有望拉长

格隆汇08-27

8月27日，受隔夜美股AI产业链大涨提振，A股半导体全面反弹，芯片设计领涨产业链，科创芯片设计ETF招商（589390）高开高走，截至发文实时涨幅超4.5%。资金面上，该ETF近10日累计获净申购1.06亿元，做多力量较为强劲。行情直接催化来自英伟达财报。数据显示，英伟达2026年二季度业绩比上一年同期翻逾一番，优于市场预期；因需求加速，公司首次给出FY2028指引，预计营收增长约70%，远超...

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