Group 1 - AI computing hardware sector continues to rise, with the ChiNext AI index leading with over 3% increase [1] - Notable stocks include New Yisheng up over 12%, Changxin Bochuang up over 10%, and Jingjia Micro and Ruijie Network both up over 7% [1] - The ChiNext AI ETF (159363) also surged over 3.4%, reaching a new high with a trading volume exceeding 300 million yuan [1] Group 2 - NVIDIA confirmed the resumption of H20 GPU sales in China and the launch of a new fully compatible GPU for the Chinese market, leading to a 4% increase in its market value [1] - The demand for high-speed optical module products is expected to increase due to the growth in supply and product upgrades from overseas customers [1] - New Yisheng forecasts a net profit of 3.7 billion to 4.2 billion yuan for the first half of 2025, representing a year-on-year growth of 327.68% to 385.47% [1] Group 3 - Since the low point in April, the ChiNext AI index has seen a cumulative increase of nearly 45%, outperforming other AI indices [2] - There is a rapid growth in overseas AI demand, particularly from new enterprises, driving high capital expenditures in AI [2] - The optical module industry is expected to maintain high growth potential as a foundational component for computing clusters [2]