新材料50ETF（159761）盘中涨超2.3%，电子皮肤与AI基建驱动材料需求扩容

Group 1 - The core viewpoint is that the expansion of AI infrastructure will drive the chemical new materials sector into a period of prosperity, with capital expenditures (Capex) on the rise and data centers entering a phase of concentrated construction and delivery [1] - Key upstream materials such as electronic resins, Q fabrics, and precursors will benefit from the dual drivers of new capacity construction and hardware iteration upgrades [1] - AI applications are accelerating penetration across the entire chemical supply chain, focusing on high-risk inspections with "AI + robotics" in equipment, molecular discovery and process optimization with "AI + automation" in R&D, and AI-assisted formula upgrades and new material iterations in products [1] Group 2 - The current commercialization path of AI is clear, transitioning from a "technology validation phase" to a "scale operation phase," enhancing the certainty of new material demand as the link between revenue and computing power investment gradually closes [1] - The New Materials 50 ETF (159761) tracks the New Materials Index (H30597), which focuses on the new materials industry by selecting listed companies involved in advanced basic materials, key strategic materials, and cutting-edge new materials [1] - The index components cover high-performance composite materials and new functional materials, characterized by high growth and innovation, with a focus on the chemical and non-metallic new materials sectors [1]