20cm速递｜关注创业板50ETF国泰（159375）投资机会，国产算力仍有广阔成长空间

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 shortages and resource constraints [1] - There are investment opportunities in power supply and resources due to these constraints, and domestic computing power has significant growth potential [1] - Under improved liquidity expectations and risk appetite, the technology sector is likely to benefit the most [1] Group 2 - The Guotai 50 ETF (159375) tracks the ChiNext 50 Index (399673), which has a daily fluctuation of 20%, selecting 50 securities with high liquidity and market capitalization from the ChiNext market [1] - This index focuses on emerging industries such as power equipment and biomedicine, reflecting the overall performance of high-growth and high-tech quality listed companies in the ChiNext [1]