ETF Volatility | Southern Double Long NVIDIA Rises Nearly 11% as NVIDIA Partners with Corning to Expand U.S. AIDC Optical Infrastructure
The Southern 2x Long NVDA has risen nearly 11%, as of the time of writing, up 10.91%, priced at HKD 167.75, with a trading volume of HKD 4.4579 million. In news, Corning, a leader in fiber optics in the United States, announced a multi-year commercial and technical cooperation agreement with NVIDIA. According to the agreement, Corning plans to increase its optical connectivity solutions capacity in the U.S. to ten times the current level and expand its fiber optic capacity in the U.S. by over 50%. The market generally views the long-term value of this cross-industry collaboration positively, recognizing it as a key layout for NVIDIA to deepen its investment in AI data center optical infrastructure and consolidate its leading position in the industry. As of May 6, NVIDIA's stock has risen over 7%, with a market capitalization returning above USD 5 trillion. Nomura analysts believe that NVIDIA's proactive establishment of deep ties with upstream suppliers indicates its judgment that the long-term demand for fiber and optical connectivity products will remain strong. This demand encompasses not only traditional scale-out scenarios but also extends to vertical scaling within server racks and data center interconnect (DCI) applications
According to Zhitong Finance APP, the Southern Double Long NVIDIA (07788) rose nearly 11%, as of the time of writing, up 10.91%, priced at HKD 167.75, with a transaction volume of HKD 4.4579 million.
On the news front, American fiber optics leader Corning announced a multi-year commercial and technological cooperation agreement with NVIDIA. Under this agreement, Corning plans to increase its optical connectivity solutions capacity in the U.S. to ten times the current level and expand U.S. fiber optic capacity by over 50%. The market generally views the long-term value of this cross-industry collaboration positively, recognizing it as a key layout for NVIDIA to deepen its AI data center optical infrastructure and consolidate its leading position in the industry. As of May 6, NVIDIA's stock rose over 7%, with its market capitalization returning above USD 5 trillion.
Nomura analysts believe that NVIDIA's proactive establishment of deep ties with upstream suppliers indicates its judgment that the long-term demand for fiber optic and optical connectivity products will remain strong. This demand encompasses not only traditional scale-out scenarios but also extends to vertical scaling within server racks and data center interconnect (DCI) applications
