Venture(US:VEMLY) Ge Long Hui A P P·2025-10-20 02:17Group 1 - The AI computing power sector experienced a strong rebound after a significant pullback, with major CPO companies seeing substantial gains, including Zhongji Xuchuang and Tianfu Communication rising over 12%, and Xinyi Sheng increasing by 8.95% [1] - The AI ETF on the ChiNext market surged by 6.68%, while the 5G communication ETF rose by 6.14%, indicating a positive market sentiment towards these sectors [1] - A recent survey by Xingzheng Securities revealed an upward adjustment in demand for 1.6T optical modules, with total industry demand expected to increase from 10 million to 20 million units due to accelerated deployment of the GB300 and subsequent Rubin platform [1] Group 2 - The Ministry of Industry and Information Technology's announcement on October 16 regarding the "City Domain 'Millisecond Computing' Special Action" is interpreted as a significant boost for satellite internet, optical communication, and edge computing sectors [1] - Current market conditions show that incremental capital is still flowing in, with investors showing a strong willingness to accumulate positions at lower prices, suggesting a potential market recovery [2] - The AI index, particularly the ChiNext AI ETF, has the highest CPO content and lowest fee rate, with key stocks including Xinyi Sheng, Zhongji Xuchuang, and Tianfu Communication [3]