Venture(US:VEMLY) Sou Hu Cai Jing·2025-10-28 03:12Group 1 - Google's recent deal with Anthropic involves supplying up to 1 million AI chips and additional cloud services, valued at several billion dollars, marking Anthropic's largest TPU expansion plan to date [3] - The AI commercialization process is accelerating, addressing concerns about the sustainability of AI investments, with significant collaborations between North American cloud service providers and OpenAI highlighting ongoing hardware demand challenges [4] - The Chinese government's "14th Five-Year Plan" emphasizes technological self-reliance, which is expected to boost the AI sector, alongside improved market sentiment due to easing US-China relations [5] Group 2 - The AI industry is driven by three factors: policy support, rapid demand growth, and technological breakthroughs, creating a stable development environment and expanding market size across various applications [6] - The ETF focused on the AI sector, Guotai (159388), offers investors exposure to core industry players, effectively diversifying risks while capitalizing on long-term growth opportunities in the AI market [6] - The demand for optical modules is projected to increase significantly, with a supply gap expected to persist, indicating strong growth potential in the optical communication industry [3][5]