Xin Lang Ji Jin·2025-07-16 06:52Group 1 - The core viewpoint of the articles highlights the intensifying competition between China and the U.S. in the AI computing power sector, with a focus on domestic production as a key strategy to seize the global industrial chain's high ground [1][2][4] - U.S. Treasury Secretary's comments on NVIDIA's H20 chip export approval indicate that China has developed comparable chips, suggesting no issues with NVIDIA's sales [1] - President Trump's upcoming speech on July 23 aims to outline his vision for maintaining U.S. dominance in AI, supported by a $100 billion investment plan involving major players like SoftBank, OpenAI, and Oracle [1] Group 2 - The domestic AI industry is experiencing a shift from cloud-based solutions to edge computing, driven by both policy and market demand, with a focus on domestic alternatives in equipment, materials, and components [2] - The Huabao ETF, which focuses on the domestic AI industry chain, has shown significant performance, with a 2.17% intraday increase and notable gains in constituent stocks like Cambricon and others [2] - The Huabao ETF and its connected funds exhibit three key characteristics: integration of edge and cloud, innovation-driven growth, and impressive long-term returns, with the AI index rising 90.90% since September 24, outperforming other indices [4]