20cm速递｜创业板人工智能ETF国泰（159388）涨超3.3%，技术迭代驱动硬件适配与算力升级

Group 1 - The communication industry showcased strong technological breakthroughs at the WAIC 2025 conference, with the Ascend 384 super node utilizing a fully peer-to-peer UB bus to interconnect 384 NPUs and 192 Kunpeng CPUs, achieving ultra-large bandwidth (392GB/s), ultra-low latency (less than 1 microsecond), and exceptional performance (computing power reaching 300 PFLOPs) [1] - The Ascend 910C system's BF16 computing power (300 PFLOPS), HBM capacity (49.2TB), and bandwidth (1229TB/s) are leading in the industry [1] - In the communication equipment sector, the demand for optical modules benefits from the construction of computing power infrastructure, with continuous growth in sales of high-end products like 800G, and the 1.6T optical module has passed certification, driving industry competitiveness [1] Group 2 - The Guotai AI ETF (159388) tracks the ChiNext AI Index (970070), with a daily fluctuation limit of up to 20%. This index selects listed companies involved in AI technology development and application from the ChiNext market, covering software, hardware, and related services to reflect the overall performance of AI-related listed companies and highlight technological innovation and growth potential [1]