20cm速递|AI加速演进，创业板人工智能ETF国泰（159388）开盘上行，盘中涨超3%

Group 1 - The core viewpoint of the news highlights the significant growth in the AI sector, particularly driven by Google's Gemini app, which has surpassed 450 million monthly active users and experienced over 50% growth in daily request volume compared to Q1 [1] - The company has increased its capital expenditure for Q2 2025 by 70% year-on-year, with a focus on technology infrastructure, allocating two-thirds to server investments and one-third to data centers and network equipment to meet customer demand [1] - The company anticipates a tight supply-demand relationship in 2026 and has raised its 2025 capital expenditure forecast by 13% to $85 billion, up from the previous $75 billion, with further increases expected in 2026 [1] Group 2 - The ChiNext AI ETF (159388) has seen an opening rise of over 3% and can fluctuate by up to 20% in a single day, tracking the ChiNext AI Index and covering key sectors such as hardware, software, and computing power [1] - The ETF is heavily invested in leading companies in the optical module, communication equipment, and integrated circuit sectors, benefiting from the global demand for AI computing power and hardware upgrades [1] - Investors interested in the AI sector can consider the ChiNext AI ETF (159388) for a streamlined investment approach [1]