20cm速递｜创业板人工智能ETF国泰（159388）涨超6%，海外AI叙事持续发酵

Core Insights - The overseas AI narrative continues to gain momentum, with Google's full-stack AI ecosystem accelerating industry chain progress [1] - Google's TPU shipment expectations have been continuously revised upward, indicating strong demand and growth potential in the AI hardware sector [1] - As of October 2025, Google's Gemini has surpassed ChatGPT in average usage duration, reaching 7.2 minutes on desktop and mobile, highlighting its growing popularity [1] - Market rumors suggest that OpenAI's GPT-5.2, which reportedly outperforms Gemini 3 Pro in internal evaluations, is expected to be released on December 9 [1] - The Cathay AI ETF (159388) tracking the ChiNext AI Index (970070) experienced a daily fluctuation of 20%, reflecting the strong performance of AI-related stocks in the ChiNext market [1] - The ChiNext AI Index includes listed companies involved in AI technology and applications, covering various sectors from hardware manufacturing to software development, showcasing significant technological innovation and growth characteristics [1]