Venture(US:VEMLY) Xin Lang Ji Jin·2025-11-25 02:00Core Insights - The AI sector is experiencing a resurgence, with significant activity in computing hardware and AI applications, leading to a rise of over 3% in the ChiNext AI index [1] - The ChiNext AI ETF (159363) has seen a trading volume exceeding 150 million CNY, recovering its 5-day and 10-day moving averages [1] - Alibaba's AI assistant, Qianwen App, has surpassed 10 million downloads within a week, becoming the fastest-growing AI application [1][3] Market Performance - Stocks such as Changxin Bochuang and Yidian Tianxia have surged over 7%, while several others, including Ruijie Network and Xiechuang Data, have increased by over 3% [1] - The ChiNext AI ETF is leading the market among AI-themed ETFs, with a notable increase in trading volume [1] Industry Trends - The AI industry has undergone a rotation from overseas computing power to domestic computing power and energy storage since 2025, indicating a potential for AI applications to experience a rebound [3] - The synergy between model upgrades and computing power demand is fostering a positive cycle in the AI industry, maintaining high levels of activity in the computing power sector [3] Investment Opportunities - The first ChiNext AI ETF (159363) is recommended for capturing core opportunities in the computing power and AI application sectors, with over 70% of its portfolio allocated to computing power [3] - Key focus is on leading companies in the optical module industry, which is expected to benefit from the ongoing growth in AI applications [3]