Venture(US:VEMLY) Xin Lang Ji Jin·2025-08-19 01:59Core Viewpoint - The AI infrastructure sector is experiencing significant growth, driven by substantial investments and interest in AI capabilities, particularly in the optical module segment, which has seen a strong performance in the stock market [3][4]. Group 1: Market Performance - The optical module sector has seen stocks like "Yizhongtian" (Xinyi, Zhongji Xuchuang, Tianfu Communication) rise over 5%, with Lian Te Technology increasing by over 8% [1]. - The ChiNext AI ETF (159363) has reached a new high, increasing by 2.81%, with a trading volume exceeding 2 billion yuan and a net subscription of over 150 million shares [1][5]. - The ChiNext AI index has accumulated a rise of over 48% year-to-date, outperforming other AI indices [4]. Group 2: Investment Insights - Global AI infrastructure is poised for a trillion-dollar opportunity, with major companies like OpenAI planning to invest significantly in AI service infrastructure [3]. - The current investment climate in the computing power sector is described as "white-hot," with clear capital expenditure trends towards AI computing power from major CSP companies [3]. - Analysts recommend focusing on the optical module industry leaders and related infrastructure as key investment opportunities [3]. Group 3: Historical Performance - The ChiNext AI index has shown annual returns of 20.1%, 17.57%, -34.52%, 47.83%, and 38.44% from 2020 to 2024, indicating a volatile but upward trend in recent years [5]. - The ChiNext AI ETF has reached a scale of over 2.2 billion yuan, ranking first among six ETFs tracking the ChiNext AI index [5].