Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2025-08-25 02:47Core Viewpoint - The artificial intelligence (AI) sector is experiencing a resurgence, driven by policy support, technological advancements, and increasing market demand, leading to significant investment opportunities in related ETFs and stocks [2][4]. Group 1: Market Performance - On August 25, the ChiNext AI ETF Guotai (159388) saw a substantial increase, with a peak rise of over 4.6%, continuing the strong performance of the AI sector [1]. Group 2: Technological Developments - The release of DeepSeek-V3.1 on August 21, which utilizes UE8M0 FP8 Scale parameters, highlights advancements in domestic chip design, further fueling interest in domestic alternatives as Nvidia halts production of its H20 AI chips for the Chinese market [2]. - The AI industry is in a rapid growth phase, with breakthroughs in domestic GPU and AI chip development enhancing supply chain autonomy, thus laying a solid foundation for industry growth [3]. Group 3: Industry Dynamics - The commercialization of large models is accelerating, expanding beyond internet applications into public service sectors such as government, transportation, and energy [3]. - Capital market enthusiasm for AI companies is rising, with many firms reporting revenue and profit growth in the first half of the year, confirming real demand for industry applications [3]. Group 4: Investment Opportunities - The AI sector benefits from a tripartite driving force of policy support, industrial demand, and technological breakthroughs, creating a favorable environment for growth [4]. - The ChiNext AI ETF Guotai (159388) offers a diversified investment option that covers core entities in the AI industry chain, allowing investors to mitigate risks while capitalizing on long-term growth potential [4].