Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2025-08-21 17:23Core Insights - The AI computing power sector, including optical modules and related companies, is experiencing a pullback, with significant declines in stocks like Guangku Technology and Tianfu Communication [1] - The Huaxia AI ETF (159381) has seen a net inflow of over 60 million yuan in the last three trading days, indicating strong investor interest despite the recent market correction [1] - The demand for AI computing power is expected to grow significantly due to various factors, including the integration of AI with existing business models by major internet companies and government investments in sovereign AI initiatives [1] Group 1 - The optical module market in China holds a global market share of 70%, benefiting from the current AI computing power construction wave [2] - The Huaxia AI ETF (159381) focuses on high-growth AI sectors, with over 40% weight in optical module CPOs, and has a low management fee of 0.20%, making it attractive for investors [2] - The Huaxia AI ETF has outperformed similar AI indices, with a year-to-date increase of over 50% [2]