中期业绩来了，哪些科技股方向值得关注？

Group 1 - The overseas communication equipment supply chain, including the PCB sector, is expected to see significant performance improvements in the second half of the year, driven by the release of new products like 800G optical modules and increased demand from Nvidia's GB200 [1] - The market is currently in a state of divergence, with various sectors such as optical modules, optical devices, and PCB manufacturers showing strong performance, reflecting a positive outlook for the future of the computing power industry, particularly in overseas markets [1] - The innovative drug industry chain has also performed well in the first half of the year, with significant revenue growth driven by overseas orders, particularly in North America, leading to notable stock price increases for related companies [2] Group 2 - Looking ahead to the third quarter, there is potential for increased shipments of domestic computing power cards, which may positively impact the stock prices of domestic data center companies that have faced challenges due to Nvidia's export restrictions [2] - Following the release of Nvidia's GB300, there is growing market interest in areas such as liquid cooling and power supply, indicating that the computing power sector may continue to experience growth driven by fundamental demand and order increases in the second half of the year [3] - Investment opportunities can be found in various ETFs, including communication ETF (515880), innovative drug ETF (589720), chip ETF (512760), and semiconductor equipment ETF (159516) [3]