Nvidia(US:NVDA) Mei Ri Jing Ji Xin Wen·2025-07-16 01:36Core Viewpoint - The recent surge in the performance of the ChiNext AI ETF (159388) and Communication ETF (515880) is driven by positive fundamentals and news catalysts, with both reaching historical highs in net value [1] Group 1: Market Performance - The ChiNext AI ETF (159388) rose by 6.97% on July 15, while the Communication ETF (515880) increased by 6.14%, both achieving historical net value highs [1] - The Computer sector benefited from the lifting of restrictions on NVIDIA's H20 chip, with the Computer ETF rising by 2.43%, Software ETF by 1.66%, and the Xinchuang ETF by 1.03% [1] Group 2: News Catalysts - NVIDIA announced it received U.S. government approval to resume sales of the "special version" H20 chip to China, which is expected to enhance AI infrastructure investments by downstream AI manufacturers [1] - The H20 chip's advantages in cluster interconnection and software ecosystem are anticipated to accelerate AI applications in both B-end and C-end markets [1] - NVIDIA plans to launch a new GPU based on the Blackwell architecture that complies with U.S. export regulations, potentially for use in smart factories and logistics [1] Group 3: Industry Outlook - New Yi Sheng, a leading optical module company, forecasted a significant increase in net profit for the first half of 2025, projecting a growth of 327.68% to 385.47% year-on-year, exceeding market expectations [1] - CITIC Securities noted that AI is a long-term investment focus for major overseas tech companies, with North America's top four cloud service providers' capital expenditures reaching $77.1 billion, a 59% increase [1] - The rise of the ASIC + Ethernet model is expected to increase the share of optical modules in computing investments, leading to a growth rate for the optical module industry that outpaces overall computing investment growth [1]