Venture(US:VEMLY) Xin Lang Cai Jing·2025-11-26 03:01Group 1 - The ChiNext Index has shown strong performance, rising by 1.33% as of November 26, 2025, with notable gains in constituent stocks such as Maiwei Co., Ltd. (up 10.59%) and Zhongji Xuchuang (up 9.40%) [1] - The ChiNext ETF by Bosera has increased by 7.80% over the past three months, with a latest price of 2.81 yuan and a turnover rate of 1.63% on November 26, 2025 [1][3] - The optical module (CPO) index rose by 3.01% on November 26, 2025, with institutional funds seeing a net inflow of 34.13 billion yuan [1] Group 2 - The communication industry has performed exceptionally well in 2025, with a year-to-date increase of 55.58%, ranking second among all industries, and institutional holdings have significantly increased [2] - The GB300 platform is expected to ramp up production in Q4, leading to large-scale shipments of 1.6T optical modules, with silicon photonics technology projected to capture nearly 60% of the global optical module market by 2030 [2] - Public fund holdings in the communication sector have surpassed 6.5%, a historical high, while valuations remain relatively low, not fully reflecting the sector's high growth potential [2]