Venture(US:VEMLY) Xin Lang Ji Jin·2025-11-20 11:40Group 1 - The core viewpoint of the articles highlights the strong performance of the AI and optical module sectors, driven by increasing global demand for computing power and significant revenue growth from key players like Nvidia [3][4] - The A-share optical module leaders are well-positioned to benefit from the booming demand in the computing power market, with a notable increase in retail prices for 1.6T optical modules, which have risen from approximately $1200 to over $2000 [3][4] - The global market for 800G optical modules is projected to reach 40 million units next year, while 1.6T optical modules are expected to exceed 7 million units, indicating a robust growth trajectory for the optical module industry [3][4] Group 2 - The optical module industry is experiencing a "volume and price increase" phenomenon due to strong demand from cloud service providers and accelerated technological advancements among leading manufacturers [4] - The first AI-focused ETF on the ChiNext board, which has over 54% exposure to optical modules, is recommended for investors looking to capitalize on the AI theme and computing power opportunities [4] - The articles emphasize the importance of monitoring the optical communication industry, which is expected to maintain high growth due to ongoing global investments in computing power and continuous technological iterations [4]