Venture(US:VEMLY) Zheng Quan Shi Bao Wang·2025-11-17 04:14Group 1 - Huawei is set to release a groundbreaking AI technology on November 21, which is expected to improve the utilization efficiency of computing resources from the industry average of 30%-40% to 70%, significantly unlocking the potential of computing hardware [1] - Guosen Securities indicates that AI continues to play a significant role in the advertising business scenarios of internet giants, cloud computing scenarios, and enterprise efficiency, with companies maintaining active investment efforts. However, the market is increasingly focusing on the ROI behind substantial CAPEX [1] - Domestic companies face less capital expenditure pressure compared to overseas counterparts, and AI is expected to drive significant improvements in related business operations for leading companies [1] Group 2 - The Guotai Artificial Intelligence ETF (159388) tracks the ChiNext Artificial Intelligence Index (970070), which saw a daily fluctuation of over 20%. This index selects listed companies involved in AI software and hardware development, algorithm research, and application services to reflect the overall performance of securities in the AI sector [1] - The index components primarily focus on information technology and intelligent manufacturing sectors, characterized by significant growth potential and innovation [1]