Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2025-09-02 22:32Core Insights - The rapid demand for high-quality and convenient AI tools is reflected in the popularity of applications like Nano Banana, which significantly boosts the demand for GPU and accelerated hardware computing power [1] - The implementation of the "Artificial Intelligence +" action plan emphasizes strengthening foundational support capabilities and continuously activating the demand for AI infrastructure, solidifying the technological base for industry development [1] - With accelerated global AI investments and domestic replacements, the industry is transitioning from performance recovery to a valuation recovery phase in a bull market, indicating a clear long-term growth logic [1] Industry Overview - The ChiNext AI ETF (159388) has seen a net inflow of 22 million units, indicating strong capital interest in AI assets [1] - The ChiNext AI Index (970070), which the ETF tracks, has a 20% fluctuation and includes listed companies involved in software development, intelligent hardware manufacturing, and big data processing, reflecting the overall performance of AI-related companies in the ChiNext market [2] - Major companies like Alibaba are making significant investments in AI and cloud infrastructure, creating a closed-loop logic of "AI investment - cloud growth - commercialization," marking a critical development window for domestic computing power [1]