Nvidia(US:NVDA) Xin Lang Cai Jing·2025-12-09 02:02Group 1 - The core viewpoint of the news highlights the active performance of computing power concept stocks, particularly in the context of the AI sector, with significant gains in various stocks and ETFs [1][7] - The AI computing power ETF (159363) has seen a year-to-date increase of 99.5%, reflecting strong demand for AI computing power and leading the performance among similar AI-themed indices [3][9] - Major stocks in the computing power sector, such as Aofei Data and Zhongji Xuchuang, have shown substantial price increases, indicating a bullish trend in the market [1][7] Group 2 - Recent announcements, including the approval for NVIDIA to sell H200 chips to China, have contributed to positive sentiment in the computing power sector, with analysts noting a high certainty in earnings as the annual report season approaches [4][11] - The computing power industry is currently in a high prosperity cycle, with explosive growth in demand facing supply bottlenecks in the optical module sector, prompting leading manufacturers to expand production capacity [4][11] - The market is expected to enter a new phase of concentrated capacity release in the optical communication industry by the first quarter of next year, transitioning from capacity release to performance improvement [4][11] Group 3 - Analysts recommend focusing on the core opportunities in the computing power and AI application sectors, emphasizing the importance of the AI computing power ETF (159363) and its significant allocation towards leading optical module companies [12] - The ETF's strategy includes over 70% allocation to computing power and more than 20% to AI applications, positioning it to effectively capture trends in the AI theme market [12]