20cm速递｜关注科创芯片ETF国泰（589100）投资机会，行业趋势与景气度升级

Group 1 - AI technology continues to drive the development of the electronics and semiconductor industries, with Tencent leveraging AI to enhance its WeChat, gaming, and advertising businesses, resulting in significant user growth and revenue increase [1] - Nvidia is making progress on its next-generation AI chip, Rubin, which is set to launch in 2026, utilizing TSMC's 3nm process and HBM4 memory [1] - In the PCB sector, CoWoP technology is expected to replace traditional packaging solutions with lower costs and higher efficiency, boosting demand for high-end PCBs [1] Group 2 - Apple is intensifying its efforts in AI by developing robotic arms, home security systems, and an upgraded conversational Siri [1] - Meta plans to launch a thousand-yuan smart glasses, Celeste, to build an AR hardware and metaverse ecosystem [1] - BOE has surpassed Samsung Display in the foldable OLED screen market, becoming the industry leader, while TCL Technology's semiconductor display business saw a net profit increase of over 70% year-on-year in the first half of the year [1] Group 3 - The Guotai Science and Technology Chip ETF (589100) tracks the Science and Technology Chip Index (000685), which can experience daily fluctuations of up to 20% [1] - The index covers the entire semiconductor industry chain, including materials, design, manufacturing, and packaging testing, with constituent stocks primarily from the Science and Technology Innovation Board [1] - The Science and Technology Chip Index focuses on technology-intensive sectors, showcasing high growth potential and strong R&D investment, reflecting the overall performance and development potential of China's semiconductor industry [1]