Venture(US:VEMLY) Sou Hu Cai Jing·2025-08-13 05:42Group 1 - The core viewpoint of the articles indicates that the U.S. July CPI data was below expectations, leading to increased speculation about a potential interest rate cut by the Federal Reserve in September, with a 94.9% probability of a 25 basis points cut according to CME FedWatch Tool [1] - The technology sector is expected to benefit significantly from the anticipated interest rate cuts, particularly in the context of the ongoing AI development and the favorable market conditions for tech stocks [1][2] - Key upcoming Federal Reserve meetings to watch for potential rate changes are scheduled for September 17, October 29, and December 10, with historical context suggesting that prior Fed rate cuts have influenced domestic monetary policy [1] Group 2 - The AI sector is still in its early stages of development, and investors are encouraged to consider the AI-focused ETF, Guotai (159388), for a comprehensive industry chain layout [2] - The optical module market is expected to maintain high growth due to ongoing investments in computing infrastructure, with the communication ETF (515880) likely to benefit from the surge in AI computing demand [2]