Venture(US:VEMLY) Xin Lang Cai Jing·2025-12-08 03:31Group 1 - The core viewpoint of the news highlights a significant surge in the optical module CPO industry chain, with the AI index on the ChiNext board rising by 4.94% and key stocks like Tianfu Communication and Guangku Technology experiencing substantial gains [1][2] - The ChiNext AI ETF, Huaxia (159381), has seen a rapid increase in investment, attracting over 100 million yuan in the last five days, reaching a new high of over 1.1 billion yuan in total assets [1] - The AWS re:Invent cloud computing conference showcased advancements in AI training chips, including the introduction of Trainium 4, which supports NVLink Fusion technology for enhanced performance with NVIDIA GPUs [1] Group 2 - Guosen Securities indicates an accelerated global AI arms race in cloud service providers (CSP), benefiting the computing power infrastructure, and recommends focusing on optical devices, optical modules, communication equipment, liquid cooling, and edge computing [2] - As of November 28, 2025, the top ten weighted stocks in the ChiNext AI index account for 64.98% of the index, with notable companies including Zhongji Xuchuang and Xinyi Sheng [2] - The ChiNext AI ETF, Huaxia, has associated products for investors, including the Huaxia ChiNext AI ETF Initiated Link A and C [2]