Nvidia Releases DLSS 5: The "GPT Moment" in Graphics, Media ETF Huaxia (516190) Holding Stock Yidian Tianxia Rises 1.81%

On the morning of March 17, the A-share media sector experienced high-level fluctuations. As of 9:53, the Media ETF Huaxia (516190) rose by 0.40%, with holdings in Yidian Tianxia, Focus Media, BlueFocus, and other stocks leading the gains.

In terms of news, on March 16 local time, NVIDIA officially released NVIDIA DLSS 5, marking the most significant breakthrough in computer graphics since the debut of real-time ray tracing in 2018. DLSS 5 introduces real-time neural network rendering models, injecting photo-realistic lighting and material effects into pixels, making rendered images closer to real visual experiences. This allows game developers to present higher-level photo-realistic computer graphics effects that were previously only achievable with Hollywood visual effects. NVIDIA founder and CEO Jensen Huang stated, “After 25 years of inventing programmable shaders at NVIDIA, we are reshaping computer graphics once again. DLSS 5 marks a ‘GPT moment’ in graphics technology, blending traditional manually tuned rendering with generative AI, achieving a major leap in visual realism while maintaining the control artists need for creation.”

Huatai Securities believes that Agentic AI is gradually moving from conceptual discussion to industry exploration. As model capabilities and reasoning architectures evolve, Agentic AI may form a new technological paradigm over the next one to two years, with profound impacts on AI application forms and industry structure.

The Media ETF Huaxia (516190) closely tracks the China Securities Cultural and Entertainment Media Index, whose constituent stocks highly overlap with the “GEO concept.” Investing via ETFs is a good way to capture the AI application and media industry opportunities.

Related products: Media ETF Huaxia (516190), Growth Enterprise Board Software ETF Huaxia (159256), Growth Enterprise Board 200 ETF Huaxia (159573)

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