中国基金报·2025-07-15 08:10Core Viewpoint - The article highlights three major positive developments in the market, contributing to a rebound in stock indices, particularly in the context of AI technology and urban infrastructure initiatives [1]. Group 1: Nvidia's AI Chip Sales Resumption - Nvidia plans to resume sales of its H20 AI chips to China after receiving approval from the U.S. government, which is a significant win for the company and beneficial for Chinese firms relying on these chips for AI development [2][3]. - The easing of restrictions comes amid a thaw in U.S.-China relations, indicating a potential improvement in bilateral trade dynamics [3]. - Following the announcement, Alibaba's stock surged over 6%, reflecting market optimism regarding AI capabilities and infrastructure [4][6]. Group 2: Strong Mid-Year Earnings Reports - New Yi Sheng, a leading CPO company, projected a net profit of 3.7 billion to 4.2 billion yuan for the first half of 2025, marking a year-on-year increase of 327.68% to 385.47%, driven by growth in AI-related computing investments [9]. - The strong performance of New Yi Sheng led to a collective rise in CPO concept stocks, with New Yi Sheng hitting a 20% limit up, reaching a historical high [9][10]. - Analysts remain optimistic about the AI hardware supply chain, suggesting continued growth potential in the optical module industry as AI applications expand [9]. Group 3: Central Urban Work Conference - The Central Urban Work Conference in Beijing emphasized the construction of resilient cities, focusing on infrastructure safety, disaster prevention, and public safety enhancements [11]. - Following the conference, real estate stocks showed significant movement, with companies like Yu Development and Tianbao Infrastructure hitting their daily price limits [12][13].