20cm速递｜科创人工智能ETF国泰（589110）盘中涨超1%，AI硬件需求强劲

Group 1 - TSMC is expected to achieve record growth in 2025 driven by AI and advanced process technologies, with a significant increase in capital expenditure to $52-56 billion in 2026, exceeding market expectations [1] - The increase in capital expenditure aims to accelerate the construction of advanced process capacity to meet the ongoing global demand for AI computing power [1] Group 2 - The Cathay Innovation AI ETF (589110) tracks the Innovation AI Index (950180), which has a daily price fluctuation limit of 20% [1] - The index selects 30 listed companies from the Sci-Tech Innovation Board that cover AI foundational resources, core technology R&D, and industry application, reflecting the overall performance of enterprises in the AI sector [1]