20cm速递|科创创业ETF（588360）涨超4%，市场聚焦新质生产力与科技主线

Group 1 - Overseas technology companies are increasing innovation in the AI sector, with Oracle providing clearer financial guidance for its AI infrastructure projects, expecting cloud infrastructure revenue to reach $166 billion by fiscal year 2030, and AI-driven data platform revenue to soar to $20 billion [1] - Domestic AI computing power in China is entering a phase of significant growth, with leading companies having ample inventory reserves, and annual performance expected to maintain a high growth trend [1] - AI applications in China are beginning to take shape in the consumer sector, while business-to-business AI applications focus on refining commercial products in specific verticals [1] Group 2 - The Science and Technology Innovation ETF (588360) tracks the Science and Technology Innovation 50 Index (931643), achieving a daily fluctuation of 20%, with the index selecting 50 emerging industry stocks with large market capitalization and good liquidity from the Science and Technology Innovation Board and the Growth Enterprise Market, covering core areas such as new energy and biomedicine [1] - The index focuses on hard technology and mature innovative enterprises, exhibiting high industry concentration and leading effects, effectively reflecting the technological barriers and growth performance of China's frontier industries [1] - The index's performance in the third quarter exceeded 65%, significantly outperforming the Science and Technology Innovation 50 (49.02%) and the Growth Enterprise Market 50 (59.45%) [1]