Mei Ri Jing Ji Xin Wen·2025-07-22 02:30Group 1 - A-shares experienced a rise and subsequent pullback, with sectors such as building materials, beauty care, and pharmaceuticals leading the market, while the TMT technology sector saw strong performance in communications, particularly the 5G communication ETF (515050) which rose over 1.5% during the session [1] - Nvidia's CEO Jensen Huang announced collaboration with Xiaomi on artificial intelligence and autonomous driving software, with Nvidia's workforce in China nearing 4,000 employees across various fields including R&D, sales, and technical support [1] - CITIC Securities indicated that Nvidia's resumption of H20 sales, combined with the rapid development of next-generation system-level computing power, will inject more confidence into the domestic AI industry chain, with multiple forces expected to accelerate the AI industry chain and create new investment opportunities [1] Group 2 - The 5G communication ETF (515050) tracks the CSI 5G Communication Theme Index, focusing on the Nvidia, Apple, and Huawei supply chains, covering leading stocks in AI computing power, 6G, consumer electronics, PCB, communication equipment, servers, optical modules, and IoT [2] - The ETF has the lowest comprehensive fee rate among comparable funds, with a management fee of 0.15% and a custody fee of 0.05%, while the index's optical module weight exceeds 33%, featuring top three constituent stocks including Zhongji Xuchuang, Xinyisheng, and Tianfu Communication [2]