Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2025-09-03 05:38Group 1 - The core viewpoint indicates that short-term fluctuations do not alter long-term growth prospects, with a clear trend towards AI development [1] - In North America, the rapid growth of cloud revenue is reinvesting in computing infrastructure, creating a positive feedback loop [1] - Domestic cloud vendors are also showing similar trends, indicating a broader acceleration in AI growth [1] Group 2 - The AI sector is expected to see accelerated growth this year, particularly following the release of NVIDIA's GB200, which has supplemented cloud computing resources [1] - The software development pace has improved, with several high-performance large models being released continuously this year [1] - The market for optical modules and PCBs is expanding, with growth rates likely not peaking yet, suggesting further valuation upside [1] Group 3 - The Guotai AI ETF (159388) tracks the AI index (970070) and has seen a 20% fluctuation, reflecting the performance of listed companies involved in software development, smart hardware manufacturing, and big data processing [1] - This index focuses on the innovation capability and growth potential of emerging technology industries in China, encompassing representative enterprises in the AI field [1]