Nvidia(US:NVDA) Sou Hu Cai Jing·2025-07-18 03:11Group 1 - The communication sector is experiencing significant gains, with the communication ETF (515880) rising by 1.10% and trading volume reaching nearly 130 million yuan, driven by stocks like Wentai Technology and Zhongji Xuchuang, which saw increases of over 5% [1] - Nvidia announced the resumption of sales of its "special version" H20 to China and plans to launch a new GPU based on the Blackwell architecture, targeting smart factories and logistics [2] - The AI inference demand is rapidly increasing, which may lead to a systematic reassessment of profit structures and production capacities in the communication equipment industry [3] Group 2 - The communication ETF (515880) has outperformed other indices, with a gain of 30.45% since April 1, 2025, surpassing the 800 communication and 5G communication indices [4] - The ETF tracks a communication equipment index, selecting listed companies involved in communication equipment manufacturing and services, reflecting the overall performance of the sector [3] - The non-AI business sectors are showing signs of recovery after a cyclical downturn, which may positively impact next year's EPS [3]