H20芯片恢复在华销售，通信ETF(159695)红盘震荡，光模块龙头新易盛续涨近10%

Group 1 - The core viewpoint of the news highlights the positive performance of the communication sector, with the Guozheng Communication Index rising by 0.91% and several component stocks showing significant gains, such as Changxin Bochuang up by 11.15% and Xinyi Sheng up by 9.99% [1] - The Communication ETF (159695) has seen a weekly increase of 4.55% as of July 15, 2025, indicating strong market activity [1][2] - The liquidity of the Communication ETF is robust, with a turnover rate of 14.4% and a trading volume of 15.82 million yuan, reflecting active market participation [2] Group 2 - The Communication ETF has experienced a net asset value increase of 33.43% over the past year, showcasing its strong performance [2] - The top ten weighted stocks in the Guozheng Communication Index account for 59.17% of the index, with major players including Zhongji Xuchuang and China Telecom [3] - The news mentions that Nvidia plans to resume sales of its H20 product in China and launch a new GPU compatible with the Chinese market, which is expected to boost AI investment opportunities in the technology sector [2]