20cm速递|科创芯片ETF国泰（589100）盘中涨超1.3%，AI需求成为核心驱动力

Group 1 - The electronic and semiconductor industry is experiencing a continuous upward trend, with AI demand being the core driving force [1] - TSMC expresses optimistic views on AI demand, expecting AI revenue CAGR from 2024 to 2029 to exceed the previous guidance of 45% [1] - The explosive growth in token numbers confirms the real demand for AI computing power, leading to a strong increase in ASIC demand driven by surging inference needs [1] Group 2 - NVIDIA's technology upgrades are driving both price and volume increases in PCBs, with AI-PCB companies experiencing full orders and actively expanding production [1] - The performance growth in the second half of the year is expected to continue due to these factors [1] - The Guotai ETF (589100) tracks the semiconductor index (000685), which includes 50 representative securities from the entire semiconductor industry chain, reflecting the overall performance and development trends of listed companies in China's semiconductor sector [1]