Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2025-07-30 09:47Group 1 - The communication industry is experiencing rapid advancements in the overseas computing power supply chain, with sustained investment in computing infrastructure, leading to a high level of prosperity in the optical module market [1] - Revenue from IT data communication has increased by 133% year-on-year, primarily driven by strong demand from AI applications, indicating that AI business is expected to continue driving overall industry expansion in the coming years [1] - The commercial aerospace industry chain in China is becoming more complete, with the progress of the Thousand Ships Constellation launch expected to accelerate, supported by optimized bidding mechanisms and clarified technical thresholds, promoting diversified development in the satellite internet launch service market [1] Group 2 - Increased capital expenditure by operators and the demand for cloud service expansion are providing growth momentum for the communication equipment sector, with the industry showing dual drivers of technological upgrades and infrastructure expansion [1] - The Guotai Artificial Intelligence ETF (159388) tracks the ChiNext Artificial Intelligence Index (970070), which can have a daily fluctuation of up to 20%, reflecting the overall performance of high-growth companies in the AI sector [1] - The index includes companies involved in AI technology development, intelligent algorithm applications, and related services, covering various sub-sectors such as software and hardware development, showcasing the innovative characteristics and development trends of China's AI industry [1]