Venture(US:VEMLY) Xin Lang Cai Jing·2025-08-28 03:19Group 1 - The A-share market saw a significant rise, with the computing power sector leading the gains, particularly in chip stocks, with notable increases in individual stocks such as Tianfu Communication (20% limit up), Cambrian (over 8% rise), and SMIC (over 14% rise) [1] - The release of the "Artificial Intelligence +" action plan by the State Council is expected to catalyze the comprehensive application of AI, enhancing various sectors including consumption, industry, and livelihood, and promoting the large-scale adoption of AI technologies [1] - The media sector is actively engaging in AI applications, with expectations that policy implementation will accelerate demand expansion and ecosystem prosperity across industries such as entertainment, advertising, e-commerce, education, and healthcare [1] Group 2 - AI-driven PCB (Printed Circuit Board) industry is anticipated to boost the demand for PCB equipment upgrades, with characteristics such as a return to an upward cycle, product high-endization, and factory establishment in Southeast Asia [2] - The core processes in PCB production, including drilling, exposure, plating, and testing, are critical for determining circuit board interconnect density, signal integrity, and production yield, with AI driving the industry towards higher layers, finer wiring, and greater reliability [2] - The Southern Entrepreneurial AI ETF (159382) closely tracks the Entrepreneurial AI Index, which reflects the stock price changes of listed companies related to AI themes [2] Group 3 - The Southern Semiconductor ETF (159325) tracks the CSI Semiconductor Industry Selected Index, which includes 50 representative and investable companies in the semiconductor industry, reflecting the overall performance of the sector [3] - The top ten weighted stocks in the CSI Semiconductor Industry Selected Index include SMIC, Cambrian, and others, indicating a focus on companies with strong growth potential and high R&D investment [3]