高开高走！科创 100 ETF华夏（588800）跳空高开，领涨科创板块！

Group 1 - The core viewpoint of the articles highlights the positive performance of the STAR Market and the significant growth in the cloud service sector, driven by the demand for advanced AI computing power and the recovery of GPU supply [1][2]. - The STAR Market 100 Index has shown a 0.69% increase, with notable gains from individual stocks such as Weimais (+8.72%) and CITIC Bo (+6.83%), indicating strong market sentiment [1]. - The STAR 100 ETF has experienced a 0.91% rise, achieving a trading volume of 1.31 billion yuan and a total scale of 2.912 billion yuan, reflecting robust liquidity [1]. Group 2 - The approval of NVIDIA's H20 chip sales to China is expected to boost inventory clearance and increase domestic capital expenditure, positively impacting downstream demand for cloud service providers [2]. - The recovery of H20 supply addresses the AI GPU shortage in China, reducing hardware investment and operational costs, thus accelerating the transition of domestic enterprises to cloud services [2]. - Since September 2024, the STAR 100 Index has achieved a cumulative return of 58%, significantly outperforming major indices like the STAR 50 and CSI 300, showcasing its high return and elasticity characteristics in a bullish equity market [2].