Venture(US:VEMLY) Xin Lang Ji Jin·2025-09-19 11:47Group 1 - The core viewpoint of the articles highlights the strong performance of the AI and computing sectors, particularly in the context of the growth of optical modules and AI applications, which have shown resilience in the market despite broader fluctuations [1][3][4] - The AI server market is projected to reach $125.1 billion in 2024 and is expected to grow to $222.7 billion by 2028, indicating a significant increase in global demand for computing power driven by AI applications [3] - The optical module industry is experiencing a golden development period driven by AI computing, with a shift in focus from demand existence to delivery capability, suggesting that leading companies with strong technological innovation and production capacity will continue to thrive [4] Group 2 - The largest and most liquid ETF tracking the entrepreneurial board AI index (159363) has seen a trading volume of 1.2 billion yuan in a single day, reflecting strong market sentiment and active trading [1][5] - The entrepreneurial board AI ETF (159363) has a current scale exceeding 4.4 billion yuan, with an average daily trading volume of over 1.1 billion yuan in the past month, ranking first among six ETFs tracking the same index [5] - The report from Guosheng Securities indicates that the optical module industry's fundamentals remain solid, with strong demand and large orders in the overseas AI computing sector, suggesting a sustained upward trend in the industry [4]