Group 1 - The core viewpoint of the news highlights the robust growth in the telecommunications industry, with overall revenue and net profit for Q3 2025 increasing by 5.2% and 12.3% year-on-year, respectively [1] - The telecom operators' net profit continues to show steady growth, while leading companies in the optical communication and copper connection sectors benefit from sustained AI demand [1] - The liquid cooling and ICT equipment revenues are stabilizing and recovering, with expectations for continued high growth in the optical communication sector driven by increased global AI computing power investments [1] Group 2 - The AI-focused ETF, Guotai (159388), tracks the AI index (970070) and has a daily fluctuation limit of 20%, reflecting the performance of listed companies involved in AI technology development and services [2] - The industry allocation of the index is primarily in information technology and high-end manufacturing, showcasing the development trends of the AI industry within China's entrepreneurial board market [2]
20cm速递|创业板人工智能ETF国泰(159388)盘中涨超1.9%,通信行业稳健增长支撑板块表现