20cm速递|创业板人工智能ETF国泰（159388）回调超3%，国产算力线催化密集

Core Insights - The ChiNext AI ETF Guotai (159388) experienced a decline of over 3% on October 10, indicating market volatility in the AI sector [1] - The partnership between AMD and OpenAI involves a "stock-for-purchase" agreement, which may significantly enhance the ecosystem of foundational computing hardware [1] - The competition in sovereign AI continues to intensify as major internet companies release new model versions, leading to increased demand for domestic computing power [1] Industry Overview - The ChiNext AI Index (970070), tracked by the Guotai ETF, has shown a 20% fluctuation, reflecting the performance of listed companies involved in software development, smart hardware manufacturing, and big data processing related to AI technologies [1] - This index focuses on the innovation capabilities and growth potential of China's emerging technology industry, encompassing representative enterprises in the AI field [1]