新材料50ETF（159761）涨超3%，政策推动AI材料需求预期升温

Core Viewpoint - The issuance of the "Opinions on Deepening the Implementation of 'Artificial Intelligence+' Action" is expected to drive rapid development in AI new materials, with a significant increase in demand for AI servers and related materials [1] Group 1: AI Server Market Growth - The global AI server market is projected to reach $125.1 billion in 2024, with an expected increase to $158.7 billion by 2025 [1] - China's AI computing power market is anticipated to reach $19 billion in 2024, representing a year-on-year growth of 86.9%, and is expected to grow to $25.9 billion in 2025 [1] Group 2: Material Demand and Upgrades - The requirements for AI servers regarding signal transmission speed and data transmission loss are driving upgrades in copper-clad laminates towards high-frequency and high-speed applications [1] - There is an expected rapid increase in demand for core raw materials such as PPO resin, hydrocarbon resin, and low-dk electronic cloth [1] Group 3: Investment Opportunities - The New Materials 50 ETF (159761) tracks the New Materials Index (H30597), focusing on advanced basic materials, key strategic materials, and cutting-edge new materials [1] - The industry allocation emphasizes growth-oriented sectors such as chemicals and non-metallic new materials [1] - Investors without stock accounts may consider the Guotai Zhongzheng New Materials Theme ETF Initiated Link A (014908) and Link C (014909) [1]