Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2025-08-19 06:36Group 1 - The AI computing power sector is experiencing sustained high prosperity, becoming a significant market focus, with strong fundamentals in the overseas computing power industry chain [1] - The domestic AIDC industry chain maintains high prosperity, with expectations that 2025 will be a pivotal year for AI infrastructure competition and application implementation in China [1] - Recent advancements in satellite internet are noteworthy, representing a promising future direction [1] Group 2 - Core segments of AI computing power, such as optical modules/devices, liquid cooling, and domestic servers/switches, continue to benefit, with data center demand expected to grow significantly driven by computing power [1] - The domestic offshore wind industry is accelerating its recovery, with emerging overseas opportunities for leading submarine cable manufacturers [1] - Breakthroughs in hollow core fiber technology have reduced attenuation to 0.2 dB/km, providing new pathways for ultra-high-speed communication [1] Group 3 - The low-orbit satellite network is advancing rapidly, with China's GW constellation plan aiming to launch 12,992 satellites to build an integrated 6G network [1] - Emerging directions such as information technology and low-altitude economy are also showing positive dynamics [1] - The Guotai AI ETF (159388) tracks the ChiNext AI Index (970070), which can experience daily fluctuations of up to 20%, reflecting the overall performance of AI-related listed companies in the ChiNext market [1]