20cm速递|创业板人工智能ETF（159388）涨超2.6%，机构：AI技术迭代驱动产业新机遇

Group 1 - The overseas computing power industry chain remains highly prosperous, with stronger resonance in the fundamentals of the related industry chain [1] - In China, the AI industry and AIDC industry chain are expected to maintain high prosperity due to advancements in AI technology and multimodal progress, with 2025 anticipated to be a pivotal year for AI infrastructure competition and application implementation [1] - Huawei has deployed over 300 sets of the Atlas series supernodes, with plans to launch the Atlas 950 SuperPoD supporting 8192 Ascend cards, achieving a computing power of 8 EFLOPS FP8, and the Atlas 960 SuperPoD with a planned 15488 cards [1] Group 2 - The satellite internet industry is experiencing dynamic developments, which are expected to have a catalytic effect [1] - The artificial intelligence ETF from Guotai (159388) tracks the entrepreneurial board AI index (970070), which has a fluctuation of 20%, reflecting the overall performance of listed companies in the AI sector within the entrepreneurial board market [1] - The index focuses on the innovation capability and growth potential of China's emerging technology industry, covering representative enterprises in the AI field [1]