20cm速递｜创业板人工智能ETF国泰（159388）飘红，通信行业稳健与AI算力高增引关注

Group 1 - The core viewpoint highlights the strong performance of the Guotai AI ETF (159388) and the robust growth in the communication sector driven by AI computing power [1] - Global AI investment continues to grow significantly, with North American cloud providers' capital expenditures increasing by over 50% year-on-year, and projected to reach over $600 billion by 2026 [1] - Nvidia's impressive performance is noted, with data center revenue growing by 66% year-on-year, indicating a high demand for computing infrastructure [1] Group 2 - The Guotai AI ETF tracks the ChiNext AI Index (970070), which includes listed companies involved in AI technology and applications, covering sectors like software development and big data processing [2] - The index focuses on high-growth and technology innovation sectors, reflecting the market performance of companies in technology research and application expansion [2] - The communication sector outperformed the market in November, with optical devices and operators leading the gains, while the industry PE valuation stands at a historically low level of 23.2 times [1][2]