AI算力再度引爆，通信ETF（515880）大涨超3.5%，光模块占比超40%，价格再创新高

Group 1 - Nvidia has received approval from the Trump administration to resume sales of the "special version" H20 to China, following a meeting between CEO Jensen Huang and President Trump [1] - Nvidia is preparing to launch a new GPU based on the Blackwell architecture that complies with U.S. export regulations, which may be used in smart factories and logistics [1] - The easing of U.S.-China trade tensions since June has alleviated concerns over the "chip shortage" in domestic computing power, potentially benefiting AI data centers, applications, and overseas supply chains [1] Group 2 - The upcoming A-share semi-annual reports are significant, with several North American computing power chain companies recently disclosing earnings forecasts, showing strong performance in Q2 for leading firms in the optical module and PCB sectors [1] - Some representative companies are expected to see their net profits attributable to shareholders grow several times year-on-year by 2025 [1] - The overall computing power sector remains optimistic due to previous expansion actions and high market demand [1] Group 3 - The Communication ETF (515880) effectively represents the AI market, tracking the communication equipment index and selecting listed companies involved in communication equipment manufacturing and technology services [2] - The Communication ETF has good liquidity and over 40% of its composition is in optical modules [2]