智通财经网·2025-07-15 10:21Group 1 - Nvidia's CEO Jensen Huang announced that the U.S. has approved the sale of the H20 chip to China, and Nvidia will launch a new graphics card, RTXpro, designed for computer graphics, digital twins, and artificial intelligence [1] - Following this news, the Hong Kong stock market's computing power sector surged, with Lenovo Group's stock rising nearly 4% during the day and closing up 2.75%, rebounding 54% from its year-to-date low [1] - Nvidia's official statement indicated that the U.S. government has assured the company it will grant licenses, and Nvidia aims to start deliveries as soon as possible [1] Group 2 - Western Securities noted that as market sentiment improves and industry fundamentals recover, overseas AI computing power and application-related companies are showing strong rebound momentum, with stocks like Nvidia and Microsoft reaching historical highs [2] - In contrast, domestic AI industry chain companies, including chip manufacturers, algorithm service providers, and application solution companies, have not experienced similar rebounds, leading to a divergence in stock performance between overseas and domestic markets [2] - With the ongoing advancement of domestic AI models and accelerated monetization of AI applications, the investment value of the domestic AI chain is gradually becoming apparent, prompting a recommendation to increase focus on domestic AI chain companies such as Lenovo Group, Inspur Information, and Huaqin Technology [2]