英伟达H200放行，通信ETF（515880）涨超3%，光模块占比超54%

Group 1 - The core point of the news is that President Trump has approved NVIDIA to export H200 AI chips to China, with the condition that the U.S. government receives a 25% share of the sales revenue, marking a significant lobbying victory for NVIDIA [3] - The H200 chip has a performance advantage, being twice as powerful as its predecessor H20, which was previously allowed for export to China, indicating a potential increase in demand from major internet companies [3] - The release of the H200 chip is expected to accelerate the development of domestic AI models in China, as the previous lack of access to NVIDIA GPUs limited computational power [3] Group 2 - The AI industry is projected to grow significantly, with infrastructure spending expected to reach $3 trillion to $4 trillion by 2030, and a compound annual growth rate (CAGR) of around 40% over the next five years [4] - Google's advancements in AI are expected to further accelerate industry growth, with increased shipments of computing chips and advancements in models and applications [6] - The communication ETF (515880) has a scale exceeding 12 billion, ranking first among similar products, with over 54% of its composition in optical modules, indicating strong market demand and growth potential [7][8]