20cm速递 | 创业板人工智能ETF国泰（159388）当日涨超4.6%，通信行业AI融合趋势受关注

Core Insights - The communication industry is experiencing strong performance, with a focus on the deep integration of AI and hardware, particularly highlighted by the launch of the DeepSeek-V3.1 model [1] - The model's UE8M0 FP8 precision mode is designed for next-generation domestic chip development, aiming to address compatibility issues between chips and AI models in the domestic computing power supply chain [1] - The AI industry is expected to transition from "application catching up" to "ecosystem leading" [1] Industry Trends - Continued market interest in sub-sectors such as operators, optical modules, and satellite communications [1] - Key recommendations include optical modules, optical devices, optical chips, military/satellite communications, and equipment manufacturers [1] Investment Opportunities - The Growth Enterprise Market Artificial Intelligence ETF (国泰, 159388) rose over 4.6% in a single day, tracking the Growth Enterprise Market Artificial Intelligence Index (970070) [1] - This index focuses on companies listed on the Growth Enterprise Market that are involved in AI technology and applications, covering sectors such as software and hardware development, smart products, and services [1] - The index reflects high growth and innovation characteristics, with a sector allocation leaning towards information technology and high-end manufacturing to represent the overall trend of AI industry development [1]