Nvidia(US:NVDA) Xin Lang Ji Jin·2025-07-16 01:25Core Insights - The significant rise in the "Artificial Intelligence ETF" (159363) is attributed to the strong performance of the leading optical module company, NewEase, and NVIDIA's resumption of H20 chip sales to China, leading to a 7.07% increase on July 15, 2025 [1][2] - The ETF has shown a remarkable increase of 45.33% since the low point of U.S.-China trade tensions on April 8, 2025, with trading volume reaching a historical high of 389 million yuan on July 15, 2025 [1][2] Market Performance - The "Artificial Intelligence ETF" (159363) has achieved a price of 1.151 yuan, nearing its all-time high of 1.163 yuan since its launch [1] - The fund's total size has exceeded 1.5 billion yuan, making it the largest and most liquid ETF tracking the ChiNext AI index among five similar ETFs in the market [1] Factors Driving Growth - The ETF manager attributes the surge to three main factors: improved U.S.-China relations alleviating supply chain concerns, increased capital expenditure by overseas cloud providers, and NewEase's Q2 profit forecast of 2.377 billion yuan, reflecting a 51.1% quarter-on-quarter growth [2] - NVIDIA's stock price rose over 4% on July 15, 2025, reaching a new historical high due to the resumption of H20 chip supplies to China, further stimulating the market [4] Industry Outlook - The competition in global AI computing infrastructure is intensifying, with NVIDIA's stock price serving as a leading indicator for the A-share ChiNext AI market [4] - The top three optical module companies (NewEase, Zhongji Xuchuang, and Tianfu Communication) account for 28.21% of the ChiNext AI index, highlighting the index's unique positioning in the market [4] - The long-term outlook remains positive, with increasing competition in large models and a rising penetration rate of 800G/1.6T optical modules, indicating significant growth potential [4]