Venture(US:VEMLY) Ge Long Hui A P P·2025-07-29 05:45Group 1 - CPO continues to surge, with Tianfu Communication rising over 12%, Zhongji Xuchuang up over 8%, and Xinyi Sheng increasing by 5%, driving the growth of various AI-themed ETFs [1] - The Southern, Huaxia, Huabao, and Fuguo AI ETFs rose over 2.6%, while Guotai and Dacheng AI ETFs increased by over 2% [1][2] - The Huabao AI ETF has seen a year-to-date increase of over 28%, with a current scale of 1.775 billion yuan, ranking first among similar indices [3][4] Group 2 - Google's annual capital expenditure guidance has been raised to $85 billion, primarily for AI server and data center construction, with Q2 revenue growing 14% year-on-year to $96.4 billion, and cloud computing revenue increasing by 32% [5] - The demand for computing power is intensifying, with major cloud providers like Meta and OpenAI announcing significant investments in infrastructure [6][8] - The optical module industry is expected to experience high growth due to increasing demand for high-performance data centers and AI applications, with a focus on leading optical communication manufacturers [7][8]