Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2025-10-26 10:10Group 1 - The A-share market saw a collective rise in major indices after two days of adjustment, with the 5G communication ETF (515050) increasing by 3.43% and exceeding a transaction volume of 200 million yuan, with over 80% of its holdings rising, including significant gains from companies like Lianxu Electronics and Shenzhen South Circuit [1] - ByteDance launched a 3D generative model, Seed3D1.0, which accelerates AI model iteration and enhances embodied intelligence, while major players like Kuaishou are rapidly entering the AI programming sector with new products [1] - The AI programming market is expected to see significant commercialization potential as companies like Alibaba and ByteDance follow suit in developing AI programming products [1] Group 2 - Dongfang Jincheng emphasized that independent innovation and technological self-reliance are the strategic focus of the 14th Five-Year Plan, driven by external pressures such as US high-tech restrictions and the need for domestic technological advancement [2] - The plan aims to build a modern industrial system and expand domestic demand as the three pillars for high-quality development during the 14th Five-Year period [2] Group 3 - The 5G communication ETF (515050) tracks the CSI 5G Communication Theme Index, with a total scale exceeding 8 billion yuan, focusing on the supply chains of companies like Nvidia, Apple, and Huawei [3] - The index has a high purity in "hard technology," with nearly 80% of its weight in communication and electronics sectors, directly benefiting from 5G network infrastructure [3] - The AI ETF (159381) tracks the entrepreneurial board AI index, with a significant focus on companies in the AI application space, featuring a low comprehensive fee rate of 0.20% [3]