Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2025-11-11 05:36Group 1 - The AI computing power industry chain is undergoing rapid adjustments, with significant declines in related ETFs and stocks, indicating increased market volatility [1] - Recent profit-taking in the computing power sector has led to a drop of over 2% in the 5G Communication ETF and the ChiNext AI ETF, while some stocks like Tianfu Communication fell over 7% [1] - Despite the market pullback, there has been a notable inflow of funds into the ChiNext AI ETF and the 5G Communication ETF, attracting 71.66 million and 160 million respectively over the past five days [1] Group 2 - The demand for AI is driving high growth in specific segments such as optical modules and copper connections, with projected revenue and gross profit growth for eight key sectors by Q3 2025 [1] - According to Huatai Securities, the growth rates for revenue and gross profit in the optical module and copper connection sectors are expected to reach 51%/88% and 28%/73% respectively [1] - Guoxin Securities suggests that the current AI market correction is a healthy adjustment rather than a systemic bubble burst, indicating a foundational transformation that will last for years [1] Group 3 - The top three holdings in the ChiNext AI ETF are Zhongji Xuchuang (24.78%), Xinyi Sheng (19.40%), and Tianfu Communication (5.11%), with a low comprehensive fee rate of 0.20% [2] - The top five holdings in the 5G Communication ETF include Zhongji Xuchuang, Xinyi Sheng, Luxshare Precision, Industrial Fulian, and Zhaoyi Innovation [2]