On Wednesday, the 20th of the month, NVIDIA announced its financial report for the first quarter of the 2027 fiscal year. Revenue increased by 85% year-on-year to $81.62 billion, nearly 3.1% higher than analysts' expectations, reigniting the enthusiasm for long positions in the global AI computing power sector. The prosperity in the storage, optical module, and advanced manufacturing hardware bottleneck sectors combined with the overseas leading AI computing power companies has strengthened the main uptrend in AI computing power. Benefiting from the strength of overseas leading computing power companies, the E Fund AI ETF (03489) is presented with a good opportunity for allocation. The largest holding of this product is NVIDIA (NVDA.US), accounting for 9.25% of the portfolio, deeply linked to the global core leaders in computing power, while also covering storage, advanced manufacturing, and optical module quality assets like Micron, TSMC, and Lumentum, comprehensively capturing the storage super cycle dividend. Recently, trading activity in products has been continuing to heat up, with trading volume increasing, allowing for one-click positioning of the global AI computing hardware industry chain, closely following the computing power trend, and accurately grasping the explosive dividend of the AI industry.