大数据ETF(159739)上涨超1%，H20芯片恢复对华销售，大模型训练迎来利好

Group 1 - The core viewpoint of the news highlights the strong performance of the China Securities Cloud Computing and Big Data Theme Index, with significant gains in constituent stocks such as Xinyiseng and Cloud Tianli Fei, indicating a positive trend in the cloud computing and big data sectors [1][2] - As of July 15, 2025, the Big Data ETF has seen a cumulative increase of 5.99% over the past week, ranking it in the top 20% among comparable funds, reflecting strong investor interest in this sector [1][2] - Nvidia's founder Jensen Huang announced that the U.S. has approved Nvidia to sell H20 chips to China, which is expected to positively impact cloud computing services and large model training, as major internet companies are actively purchasing these chips [1] Group 2 - China Galaxy Securities reports a continuous growth in overseas token demand, suggesting a positive feedback loop between AI computing power and applications, and recommends focusing on domestic NV chain-related companies [2] - The Big Data ETF closely tracks the China Securities Cloud Computing and Big Data Theme Index, which includes 50 listed companies involved in cloud computing services, big data services, and related hardware, reflecting the overall performance of these sectors [2] - As of June 30, 2025, the top ten weighted stocks in the China Securities Cloud Computing and Big Data Theme Index account for 51.84% of the index, indicating a concentration of investment in key players like iFlytek and Zhongji Xuchuang [2]