Mei Ri Jing Ji Xin Wen·2025-07-17 06:24Group 1 - The AI computing sector has seen a strong rally, with Nvidia's supply chain and related concepts leading the market, as evidenced by the 4.4% increase in the 5G communication ETF (515050) [1] - Nvidia's CEO Jensen Huang is set to attend the third China International Supply Chain Promotion Expo, where he will introduce new products and reaffirm Nvidia's long-term commitment to the Chinese market, including a new AI chip tailored for China expected to launch in September [1] - The resumption of H20 supply is anticipated to drive performance improvements in the supply chain, alleviating previous pessimistic expectations and potentially restoring order visibility and shipment cadence for Nvidia's core suppliers [1] Group 2 - The 5G communication ETF (515050) tracks the CSI 5G Communication Theme Index, focusing on Nvidia, Apple, and Huawei's supply chains, covering various sectors including AI computing, 6G, consumer electronics, semiconductors, PCB, communication equipment, servers, optical modules, and IoT [2] - For higher volatility, investors may consider the AI-focused ChiNext ETF (159381), which tracks the ChiNext AI Index and includes leading AI companies listed on the ChiNext board, with a daily price fluctuation limit of ±20% [2] - The index for the ChiNext ETF has over 33% weight in optical modules, including major companies like Zhongji Xuchuang, Xinyisheng, and Tianfu Communication among its constituents [2]