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ETF anomaly | Samsung Global Semiconductor (03132) rises over 4%, Nvidia's first quarter financial report exceeds expectations, data center business revenue hits new record high.
Samsung Global Semiconductor (03132) rose more than 4%, as of the time of writing, it rose by 4.27%, reaching 62.5 Hong Kong dollars, with a total market value of 233.75 million Hong Kong dollars.
Samsung Global Semiconductor (03132) rose by more than 4%, reaching a gain of 4.27% as of the time of writing, at a price of 62.5 Hong Kong dollars, with a market value of 233.75 million Hong Kong dollars. It is reported that Samsung Global Semiconductor selects the top 20 semiconductor companies in the world by revenue, covering the entire industry chain of chip design, manufacturing, equipment supply, and testing. Among the top ten holdings, the combined weight of the three leading companies NVIDIA (NVDA.US), Broadcom (AVGO.US), and Taiwan Semiconductor (TSM.US) exceeds 44%. On the news front, after the US stock market closed on Wednesday, NVIDIA announced its latest quarterly results. Specific data shows that NVIDIA's adjusted earnings per share for the first quarter of fiscal year 2027 were $1.87, exceeding market expectations by 0.1 cents; revenue reached $81.615 billion, a year-on-year increase of 85%, higher than the analyst expectation of $78.8 billion. The revenue from the data center business hit a historical high of $75.2 billion, with a year-on-year increase of 92%. In the latest earnings conference call, NVIDIA CEO Jensen Huang revealed that the company plans to start producing and shipping the next-generation rack-scale artificial intelligence system "Vera Rubin" in the second half of this year. Huang expressed confidence in NVIDIA's prediction for the Blackwell and Rubin chips to achieve $1 trillion in revenue from 2025 to 2027, and expects Vera Rubin to be "more successful than Grace Blackwell".
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