20cm速递｜创业板50ETF国泰（159375）回调近1%，AI产业链景气趋势仍向好，创业板有望率先迎修复

Group 1 - The AI industry chain is experiencing a positive trend, with strong downstream demand and short-term supply challenges in infrastructure, particularly regarding power and resource shortages [1] - There are significant investment opportunities in power supply and resources due to these shortages, and domestic computing power has substantial growth potential [1] - With improved liquidity expectations and risk appetite, the technology sector is likely to benefit the most, with the ChiNext board expected to lead the recovery [1] Group 2 - The Guotai 50 ETF (159375) tracks the ChiNext 50 Index (399673), which has a daily fluctuation of up to 20%, reflecting the performance of 50 high-liquidity stocks in the ChiNext market [1] - The index components are primarily from high-growth sectors such as power equipment and biomedicine, showcasing a combination of technological innovation and sustained growth potential [1]