20cm速递｜科创综指ETF国泰（589630）盘中涨超1.3%，科技赛道边际催化受关注

Group 1 - The core viewpoint is that technology remains a key driver of economic recovery, with intensified marginal catalysts, particularly in AI infrastructure investment, which boosts the semiconductor and power facility sectors [1] - Global AI infrastructure investment continues to drive the prosperity of the electronic semiconductor and power facility sectors, with memory prices maintaining an upward trend [1] - The AI application field is accelerating iterations, with Google launching Gemini 3 to enhance agent capabilities and Alibaba initiating public testing of the Qianwen App to compete with ChatGPT [1] Group 2 - Domestic computing power infrastructure is in short supply, leading to accelerated AI empowerment and commercialization among leading internet companies in Hong Kong [1] - The robotics industry is entering a phase of large-scale application, with industrial and consumer scenarios accelerating deployment, benefiting from new technology applications and core component supply chains [1] - The Sci-Tech Innovation Index ETF (589630) tracks the Sci-Tech Innovation Index (000680), which saw a daily fluctuation of 20%, reflecting the overall performance of the Sci-Tech Innovation Board [1] Group 3 - The index focuses on "hard technology" sectors, including semiconductors, biomedicine, and high-end manufacturing, characterized by high R&D intensity and innovation capability [1] - In terms of industry allocation, the index centers on information technology, industry, and healthcare, while also covering strategic emerging industries such as new energy and new materials [1] - The index fully reflects the innovative drive and high growth characteristics of the Sci-Tech Innovation Board market [1]