Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2025-11-17 05:39Group 1 - The core viewpoint is that the global computing power infrastructure is accelerating, highlighting issues of electricity and storage shortages, particularly affecting major companies like Microsoft and OpenAI [1] - The export value of transformers from China has shown a year-on-year increase, reflecting trends in U.S. electricity prices [1] - The rising prices of storage validate the high demand within the AI industry chain, with significant price increases observed since October, indicating substantial upward potential [1] Group 2 - The AI sector's industry allocation should focus on segments with clear resource gaps in computing power infrastructure, including electricity and storage, as well as related industries like storage, gas turbines, SOFC batteries, solid-state transformers, and energy storage [1] - The A-share market is experiencing continuous profit improvement, with the technology sector contributing significantly to absolute profit growth, particularly in the TMT industry, where electronics, computers, and communications contributed 1.4%, 0.6%, and 0.5% respectively [1] - The Science and Innovation ETF (588360) tracks the Science and Innovation 50 Index (931643), which has a daily fluctuation of 20%, selecting high-growth potential and innovative technology companies from the Sci-Tech Board [1]