Group 1 - Nvidia's H20 chip has been released, leading to strong performance in technology sectors, with significant gains in communication equipment, services, electronic components, and the internet [1] - The ChiNext AI ETF (159246) saw an increase of 3.42%, while the communication equipment ETF (159583) rose by 3.15%, indicating positive market sentiment [1] - Key components of the ChiNext AI ETF include Zhongji Xuchuang, New Yisheng, and Tianfu Communication CPO, which together account for 28.2% of the ETF [1] Group 2 - Recent catalysts in the technology sector include the U.S. Department of Commerce's withdrawal of the "AI diffusion rules" and Nvidia's resumption of H20 chip supply to China [2] - The H20 chip, while not as powerful as the H100, can achieve near H100 performance in cluster mode, addressing the needs for domestic AI model training and inference [2] - The ChiNext AI ETF tracks the ChiNext AI Index, which selects 50 companies from the ChiNext market, covering the entire AI industry chain, including hardware, software, and applications [2]
英伟达H20解禁利好科技股表现,创业板人工智能ETF富国(159246)盘中涨幅达3.42%