20cm速递｜创业板人工智能ETF国泰（159388）涨超1%，连续2日迎资金净流入，全球算力高景气度延续

Group 1 - The global computing power remains in a high prosperity phase, with strong performance guidance from North American optical module companies and a projected increase in silicon photonics capacity by over 300% [1] - AMD anticipates a compound annual growth rate of over 60% in its data center business over the next 3-5 years [1] - Cisco reported an 8% year-on-year revenue growth for FY2026 Q1, primarily benefiting from a surge in AI infrastructure orders [1] Group 2 - Baidu has announced a roadmap for upgrading its computing power infrastructure, with Kunlun chip super nodes achieving a 95% performance improvement per card [1] - The Guotai AI ETF (159388) tracks the ChiNext AI Index (970070), which has seen a daily fluctuation of over 20%, reflecting the performance of listed companies in software development, smart hardware, and big data processing within the AI sector [1] - The index constituents are characterized by high growth potential and innovation, focusing on the development dynamics of the AI industry in China's ChiNext market [1]