20cm速递｜创业板人工智能ETF国泰（159388）涨超6.1%，全球AI高景气度支撑板块上行

Group 1 - The core viewpoint is that China Star Network has entered a multi-site collaborative phase for low-orbit satellite launches, having completed 8 successful launches by August 13, 2025, covering multiple launch sites [1] - China Star Network has initiated a phased approach to satellite internet constellation construction starting in 2023, with a formal launch of low-orbit networking scheduled for December 2024, and has already launched 65 low-orbit satellites [1] - The domestic commercial aerospace industry chain is maturing in satellite manufacturing and launch capabilities, with a high-density launch schedule expected in the second half of the year [1] Group 2 - There is strong global demand in the optical communication and AI computing sectors, as evidenced by significant revenue growth in data center and communication markets reported by Lumentum and Coherent [1] - The AI technology is deeply empowering communication applications, driving the industry chain's upward development [1] - The Guotai AI ETF (159388) tracks the ChiNext AI Index (970070), which can fluctuate by up to 20% in a single day, reflecting the overall market performance of high-growth companies in the AI sector [1]