20cm速递｜AI浪潮带动算力需求爆发，科创人工智能ETF国泰（589110）连续5日资金净流入超5亿元，资金积极布局

Group 1 - The core viewpoint of the article highlights the explosive demand for computing power driven by the AI wave, significantly increasing the value in sectors such as servers, AI chips, optical chips, storage, and PCBs [1] - Research reports indicate that the prices of DRAM and NAND memory have risen sharply due to the demand from the AI server market, with storage prices for consumer products increasing by over 600% in the past year [1] - A report from Nikkei Asia suggests that the global top five semiconductor equipment manufacturers are expected to return to double-digit revenue growth by 2026, driven by the continuous expansion of AI and chip production capacity, along with significant capital investment in advanced processes [1] Group 2 - The domestic equipment sector is making continuous progress in advanced process breakthroughs and validations, with "advanced process expansion" expected to become a key focus for self-controlled development over the next three years [1] - 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%, reflecting the overall performance of listed companies in the AI industry on the Science and Technology Board [1] - The index exhibits a growth style, primarily focusing on mid to large-cap companies, with industry allocation emphasizing related hardware sectors while also covering software and technology services, indicating a high intensity of R&D investment [1]