Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2025-07-16 04:32Group 1 - The core viewpoint emphasizes the importance of actively focusing on the new wave of technological innovation brought by artificial intelligence (AI), highlighting the synergy of technological breakthroughs, commercialization, and policy benefits [1] - AI technology is deeply reconstructing the media industry value chain, with applications in gaming, film, and advertising achieving cost reduction and efficiency improvements, such as NPC intelligent interaction and level auto-generation reducing development cycles by over 40% [1] - The AI theme shows a positive trend in profit growth, driven by technological stratification and hardware upgrades, with cloud inference demand pushing for upgrades in AI chips and servers, while domestic computing power manufacturers accelerate replacement under self-controllable policies [1] Group 2 - The ChiNext AI ETF by Guotai tracks the ChiNext AI Index, which is compiled by Shenzhen Securities Information Co., Ltd., selecting listed companies in the AI field from the ChiNext market, covering cutting-edge technology areas such as machine learning and natural language processing [1] - This index reflects the overall performance of AI-related listed companies in the ChiNext market, characterized by outstanding technological innovation attributes and high growth features [1]