20cm速递｜关注创业板人工智能ETF国泰（159388）投资机会，算力与卫星互联网成行业焦点

Group 1 - The communication industry is expected to maintain high prosperity in the first half of 2025, with the computing power sector showing the most significant performance due to accelerated global infrastructure construction and strong demand for 800G high-speed optical modules [1] - Leading companies in optical modules and optical devices have generally achieved both revenue and profit growth, driven by product structure optimization [1] - The data center main equipment, servers, and switches are experiencing rapid growth due to concentrated procurement from internet clients and the recovery of overseas demand [1] Group 2 - The operator sector continues to grow steadily, with an increasing proportion of revenue from digital transformation contributing significantly to profitability [1] - The satellite sector maintains steady growth, with emerging businesses like Beidou navigation and overseas market expansion becoming long-term drivers [1] - In the IoT sector, high-performance modules and overseas IoT demand are boosting profit growth for leading companies [1] Group 3 - The high prosperity in the communication industry is concentrated in core areas driven by computing power and AI, with leading companies accelerating volume growth based on technological and delivery advantages [1] - The Guotai AI ETF (159388) tracks the ChiNext AI Index (970070), which can have a daily fluctuation of up to 20%, reflecting the overall performance of listed companies involved in AI software and hardware development, algorithm research, and applications [1] - The industry allocation mainly favors information technology and high-end manufacturing, fully reflecting innovation and growth styles [1]