20cm速递｜科创人工智能ETF国泰（589110）涨超2.1%，市场关注AI芯片政策影响

Group 1 - The approval of NVIDIA's sale of H200 chips to China with a 25% revenue share by the US may accelerate the training process of AI models in China, but it could pressure domestic AI chip manufacturers in market expansion and ecosystem development [1] - Broadcom's Q4 fiscal year 2025 results exceeded market expectations, with AI chip sales increasing by 74% year-on-year, becoming a core growth driver, and is expected to maintain high growth in the next quarter [1] - The current demand in the electronics industry is recovering, supply is effectively clearing, and storage chip prices are rising, indicating an unexpected increase in domestic production efforts [1] Group 2 - The Cathay Innovation AI ETF (589110) tracks the Innovation AI Index (950180), which had a daily fluctuation of 20%, and selects 30 listed companies from the Sci-Tech Innovation Board related to AI foundational resources, technology, and application support [1] - The index components are primarily concentrated in the semiconductor, IT services, and software development sectors, demonstrating high industry concentration and thematic relevance, focusing on larger market capitalization companies with high growth potential [1]