Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2025-12-05 07:10Core Viewpoint - The A-share market is experiencing a strong performance in computing hardware, particularly in CPO and copper cable high-speed connections, with significant interest from foreign investors in China's AI infrastructure sector [1] Group 1: Market Performance - The three major A-share indices saw a notable rise in the afternoon, with computing hardware showing strong performance [1] - The AI ETF Huaxia (159381) with over 56% CPO content and the lowest fee rate among peers rose by 1.19%, with a trading volume exceeding 300 million yuan [1] - The 5G Communication ETF (515050) increased by 0.43%, and the Cloud Computing 50 ETF (516630) rose by 0.52% [1] Group 2: Market Forecast and Investment Trends - Bank of America predicts that the market size for AI infrastructure will reach 800 billion yuan by 2030, with one-third of China's total capital expenditure on AI allocated to this sector [1] - There is a growing focus from foreign investors on China's AI infrastructure, with analysts noting that certain sub-sectors are beginning to rebound after years of underperformance [1] - UBS economists highlight that China has already made "moderately advanced" layouts in new infrastructure, expecting significant support for industries related to AI applications under the 14th Five-Year Plan [1]