20cm速递｜创业板人工智能ETF国泰（159388）盘中翻红，海外算力产业链高景气度依旧

Group 1 - The overseas computing power industry chain remains highly prosperous, with continuous reflection of AI-related demand in company financial reports, indicating stronger resonance in the industry chain fundamentals [1] - In China, the ongoing development of domestic computing power and continuous investment in AI by major companies like Alibaba and ByteDance are expected to sustain high prosperity in the AI industry and the AIDC industry chain, with 2025 anticipated to be a pivotal year for domestic AI infrastructure competition and application results [1] - Key areas to watch include optical modules & devices and liquid cooling, with silicon photonics technology emerging as the most popular optical technology, leading to rapid growth in sales of optical modules and accelerated development of CPO [1] Group 2 - The ChiNext AI ETF (159388) tracks the ChiNext AI Index (970070), which has a daily fluctuation of 20%, selecting listed companies involved in AI technology and related applications from the ChiNext market, covering various segments from hardware manufacturing to software development, reflecting the overall performance of AI-related listed companies in the ChiNext market with notable technological innovation and growth characteristics [1]