Venture(US:VEMLY) Xin Lang Cai Jing·2025-11-14 03:23Group 1 - The AI computing sector is undergoing a rapid adjustment, with notable declines in related ETFs, while some stocks like Data Port and Luxshare Precision are performing well [1] - Recent data indicates a significant drop in the probability of a Federal Reserve interest rate cut to around 50%, leading to concentrated sell-offs in high-valuation tech stocks [1] - Major U.S. stock indices experienced substantial declines, with the Dow Jones Industrial Average dropping 797.60 points, a decrease of 1.65%, and the S&P 500 falling by 1.66% [1] Group 2 - Despite short-term fluctuations, the long-term outlook for AI remains positive, with expectations of strong performance from Chinese and U.S. tech stocks starting in 2025 [2] - The construction of multi-card clusters is expected to create greater investment opportunities across the supply chain, particularly in sectors like liquid cooling, storage, power supply, optical modules, PCB, and quantum computing [2] - Domestic internet companies are experiencing rapid growth in AI business, with Tencent Cloud's business growth expected to exceed 20% in Q3 2025, driven by AI computing demand [2] Group 3 - The Huaxia ChiNext AI ETF (159381) tracks the ChiNext AI Index and focuses on companies in the AI sector, with a significant weight in optical modules and a low comprehensive fee rate of 0.20% [3] - The 5G Communication ETF (515050) tracks the CSI 5G Communication Theme Index and has a scale exceeding 9 billion, focusing on companies like Nvidia, Apple, and Huawei [3]