Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2025-07-29 07:44Core Viewpoint - The recent performance of the ChiNext AI ETF (159388) indicates a positive outlook for the AI industry, with expectations of significant marginal changes in the coming months due to the launch of new models and ongoing policy support for domestic computing power [1] Group 1: AI Industry Outlook - The AI sector is anticipated to experience substantial growth driven by the introduction of new models, which will likely enhance the sustainability of its upward trend [1] - Domestic computing power is viewed as a cornerstone for national development, expected to receive continuous policy support, including procurement by central state-owned enterprises and backing for major technology projects [1] - The AI application sector has seen relatively modest gains previously, but with the release of new models and the proliferation of technology, a qualitative change is expected to emerge from the accumulated quantitative growth [1] Group 2: Investment Focus Areas - Robotics, as a significant application area of AI, is projected to accelerate in growth [1] - The technology sector is expected to become the main focus of future market trends, while interest in cyclical sectors is anticipated to decline [1] - The overall rise in the AI industry chain is particularly optimistic for domestic computing power, AI applications, PCB-related sectors, and specific areas within robotics [1] Group 3: ETF and Index Information - The ChiNext AI ETF (159388) tracks the ChiNext AI Index (970070), which can experience daily fluctuations of up to 20% [1] - The index comprises securities from companies involved in the development and application of AI technologies, covering various fields such as software and hardware R&D, and intelligent services [1] - The index aims to reflect the overall performance of publicly listed companies related to AI and highlights the potential for technological innovation and growth, especially in the information technology and high-end manufacturing sectors [1]