Nvidia(US:NVDA) Xin Lang Ji Jin·2025-07-16 03:35Group 1 - The core point of the news is that NVIDIA has received U.S. government approval to resume sales of H20 chips to the Chinese market, which is expected to alleviate the AI industry's computing power shortage and stimulate capital expenditure in the sector [1] - Following this positive development, trading sentiment in the AI sector has significantly strengthened, with the Hang Seng Technology ETF (513130) achieving a single-day trading volume of 6.677 billion yuan on July 15, 2025, a substantial increase of 158% compared to the previous day's 2.585 billion yuan [1] - The average daily trading volume of the Hang Seng Technology ETF (513130) for the year has reached 4.949 billion yuan, indicating strong liquidity, and its latest scale has expanded to a historical high of 27.604 billion yuan [1] Group 2 - The Hang Seng Technology ETF (513130) closely tracks the Hang Seng Technology Index, which includes various segments of the AI industry such as computing infrastructure, large model development, commercial applications, and terminal ecosystems, positioning it to benefit from the easing of chip supply constraints [2] - The relaxation of export controls on H20 chips is expected to meet some of the domestic computing power demand backlog, accelerating the training and inference processes of vertical models, alongside recent updates and iterations of several large models [2] - The industry is anticipated to encounter new development opportunities due to the upgrades and deepening advancements in the AI supply chain, with a focus on the Hang Seng Technology ETF (513130) and its linked funds [2]