算力与汽车电子驱动PCB需求，人工智能AIETF（515070）回调现布局机会

Group 1 - The A-share market experienced a decline, with the ChiNext index dropping by 1.54%, the Shanghai Composite Index down by 0.45%, and the Shenzhen Component Index falling by 1.2% as of 9:50 AM [1] - Oracle's founder Larry Ellison emphasized that the revolutionary impact of artificial intelligence (AI) will surpass that of the Industrial Revolution, highlighting the need for a new understanding and reasoning phase in AI applications [1] - Ellison pointed out that the true opportunity for businesses lies in enabling AI to safely understand and process private data, addressing specific industry challenges such as medical imaging analysis and precision agriculture [1] Group 2 - Guohai Securities identified AI computing power and automotive electronics as key drivers for the PCB industry, with AI server platform upgrades leading to significant growth in PCB layers, material specifications, and unit value [2] - The demand for automotive PCBs is shifting towards high-end products like high-density interconnect (HDI) boards due to the increasing penetration of new energy vehicles and the popularity of autonomous driving technology [2] - The AI ETF (515070) tracks the CS AI Theme Index (930713), focusing on companies that provide technology, foundational resources, and applications in the AI industry, with top-weighted stocks including major domestic tech leaders [2]