20cm速递｜科创人工智能ETF国泰（589110）回调超3%，EDA行业加速发展，回调或可布局

Group 1 - The core viewpoint of the article highlights that the EDA (Electronic Design Automation) industry is entering an accelerated development phase, with recent IPOs and mergers becoming more active, leading to increased transaction amounts and a focus on core digital IC design segments [1] - The industry is expected to consolidate into 2 to 3 leading firms that will cover the entire market in the medium to long term [1] - There is a significant opportunity arising from the divergence in domestic manufacturing processes, as domestic wafer fabs are developing new technological paths unsupported by overseas EDA tools, creating a completely independent market space for domestic EDA companies [1] Group 2 - The Guotai Science and Technology Artificial Intelligence ETF (589110) tracks the Science and Technology AI Index (950180), which has a daily price fluctuation limit of 20% and selects 30 large-cap listed companies from the Sci-Tech Innovation Board related to AI resources, technology, and applications [1] - The index's industry allocation is concentrated in cutting-edge technology fields such as electronics and computers, emphasizing high R&D investment and technological innovation capabilities [1]