Xin Lang Ji Jin·2025-11-24 02:47Core Insights - The news highlights a positive development for Nvidia's supply chain, particularly in the optical module sector, with significant stock price increases for companies like Guangku Technology and Changxin Bochuang [1] - The approval of Nvidia's H200 AI chip export to China is under consideration, which could alleviate short-term computing power bottlenecks and benefit companies closely tied to Nvidia's ecosystem [2][3] Industry Summary - The optical module sector is experiencing heightened activity, with Guangku Technology leading gains of over 14%, and other companies like Changxin Bochuang and Ruijie Network also seeing increases of over 5% [1] - The AI industry is characterized by a positive feedback loop where model upgrades drive demand for computing power, which in turn supports innovation in models [3] - The first AI-focused ETF on the ChiNext board, which has over 54% exposure to optical modules, is recommended for capturing AI-related investment opportunities [3] Company Summary - Guangku Technology and other optical module companies are benefiting from the anticipated demand for components compatible with Nvidia's H200 chip, which requires supporting optical modules [2] - The report emphasizes the importance of focusing on leading companies in the optical module industry as part of the broader computing power and AI application investment strategy [3]