Venture(US:VEMLY) Xin Lang Cai Jing·2025-11-25 02:27Core Viewpoint - The launch of Huawei's Flex:ai technology is expected to significantly enhance AI computing efficiency and drive growth in the AI sector, supported by favorable government policies and increasing investor interest in Chinese tech stocks [1][2][3]. Group 1: Market Performance - As of November 25, 2025, the Southern AI ETF (159382) rose by 4.19%, with a trading volume of 30.83 million yuan [1]. - The underlying index, the Southern AI Index, increased by 4.44%, with notable gains from constituent stocks such as Changxin Bochuang (up 14.31%) and Guangku Technology (up 13.39%) [1]. - Over the past five trading days, the Southern AI ETF has seen a net inflow of 496 million yuan [1]. Group 2: Technological Developments - Huawei's Flex:ai technology, introduced at the AI container application forum, aims to improve the average utilization rate of computing resources, which currently stands at only 30% to 40% [1]. - Flex:ai utilizes a Kubernetes-based platform to create a pool of virtual computing units from a single GPU/NPU, allowing for more efficient workload management and a potential 30% increase in resource utilization [1]. Group 3: Policy Support - The Guangdong provincial government has launched a development plan for the digital economy, emphasizing the importance of AI and robotics innovation from 2025 to 2027 [2]. - The plan includes initiatives to support the development of general and specialized AI models and aims to establish a demonstration zone for AI applications, targeting a core industry scale of over 440 billion yuan by 2027 [2]. Group 4: Investment Sentiment - Goldman Sachs has indicated that the rise of AI-driven Chinese stocks is not a bubble, as there remains significant potential for tech companies to enhance valuations and profitability through AI applications [3]. - There is a growing interest among global investors, particularly from emerging markets, in exploring investment opportunities within the Chinese market [3].