20cm速递｜科创芯片ETF国泰（589100）涨超1.4%，电子与半导体行业需求持续复苏

Group 1 - The electronic and semiconductor industry is experiencing a sustained recovery in demand, with effective supply-side adjustments leading to an unexpected upward trend in memory chip prices. The domestic industry chain is increasingly focused on localization [1] - Nvidia's Q3 financial report shows a 66% year-on-year increase in data center revenue, primarily driven by the accelerated promotion of GB300, with Q4 revenue guidance reaching $65 billion, exceeding expectations [1] - Google's release of its self-developed TPU training model, Gemini 3, demonstrates significant advancements in multimodal reasoning capabilities, surpassing previous generations in multiple benchmark tests, highlighting technological breakthroughs in AI computing hardware [1] Group 2 - The Guotai Science and Technology Chip ETF (589100) tracks the Science and Technology Chip Index (000685), which saw a daily fluctuation of 20%. This index selects listed companies from the Sci-Tech Innovation Board that cover the entire semiconductor industry chain, reflecting the overall performance of China's chip industry in terms of technological innovation and high-end manufacturing [1]