Venture(US:VEMLY) Sou Hu Cai Jing·2025-07-31 03:25Group 1 - The AI industry chain is experiencing significant growth, with AI hardware such as optical modules driving applications to rise, leading to a more than 3% increase in the ChiNext AI index [1] - Leading companies in the optical module sector, including Yizhongtian, have reached new highs, while AI application firms like Yidian Tianxia and Deepin Technology have seen substantial stock price increases [1][3] - The largest and most liquid ChiNext AI ETF (159363) has seen its intraday gains expand to 3.73%, with trading volume exceeding 235 million yuan [1][4] Group 2 - Nvidia's stock has reached an all-time high, and the A-share computing power industry chain is viewed as a rare growth sector, with expectations for a significant commercial rollout of AI [3] - The total number of registered users for large model applications has surpassed 3.1 billion, indicating strong growth potential for vertical AI products in the second half of the year [3] - The upcoming recovery in overseas computing power trends and policy support is expected to inject confidence into the domestic AI industry chain, creating new investment opportunities [3]