Venture(US:VEMLY) Ge Long Hui A P P·2025-10-24 06:44Core Insights - The AI hardware sector is experiencing a strong surge, with leading CPO company Zhongji Xuchuang rising over 11% and more than 30% this week, driving significant gains in AI-focused ETFs [1] Group 1: Market Performance - The AI-focused ETF Huaxia on the ChiNext board increased by 5.5%, with key holdings including Xin Yi Sheng (optical modules), Zhongji Xuchuang (optical modules), Tianfu Communication (optical devices), and Runze Technology (IDC/cloud computing) [2] - The 5G Communication ETF rose by 5.1%, primarily consisting of communication equipment (ZTE), consumer electronics (Luxshare Precision), and optical modules (Zhongji Xuchuang), while also covering AI hardware (Industrial Fulian, Dongshan Precision) and PCB (Jingwang Electronics) [2] Group 2: Industry Developments - PCB concept stock Shengyi Electronics announced a staggering net profit increase of 476%-519% year-on-year for the first three quarters, attributed to high-margin orders from domestic computing and overseas clients [1] - Google is set to supply up to 1 million dedicated AI chips to Anthropic, marking the largest TPU deployment for Anthropic to date [1] - Due to the accelerated deployment of GB300 and the subsequent Rubin platform, overseas major clients have recently revised their procurement plans for 1.6T optical modules in 2026, with total industry demand expected to increase from 10 million to 20 million units [1] - The Minister of Science and Technology, Yin Hejun, stated at a recent press conference the need to accelerate innovation in artificial intelligence and other digital technologies, enhancing the efficient supply of computing power, algorithms, and data, and fully implementing the "Artificial Intelligence +" initiative [1]