20cm速递|自主可控主线明确，创业板人工智能ETF（159388）盘中涨超5%

Group 1 - The core viewpoint is that the escalating tensions between China and the US have led to a significant increase in orders for 8-inch wafer foundries in South Korea, benefiting China's mature chip manufacturing industry due to a comprehensive "trade-in" subsidy plan [1] - The US government's restrictions on exporting semiconductor equipment using American technology have intensified China's drive to enhance its self-sufficiency in chip manufacturing [1] - Domestic wafer foundry companies in China have absorbed most of the demand from local IT firms, rapidly increasing their market share in the global wafer foundry market [1] Group 2 - In 2024, advancements in lithography and continuous breakthroughs in domestic equipment for advanced processes are expected, with "advanced process expansion" likely becoming a key focus for the next three years [1] - The Guotai AI ETF (159388) tracks the ChiNext AI Index (970070) and is characterized by high volatility, with daily price fluctuations reaching up to 20%, making it noteworthy for investors in the ChiNext segment [1]