Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2025-12-10 07:01Group 1 - The core viewpoint is that the global AI investment race among CSPs is accelerating, benefiting the computing power infrastructure, with strong performance in industries such as optical devices, optical modules, and communication equipment [1] - North American optical communication companies reported outstanding quarterly performance, with Marvell's FY2026Q3 revenue increasing by 37% year-on-year, driven by increased demand from data centers and improved operational efficiency [1] - Credo's FY2026Q2 revenue grew by 20.2% quarter-on-quarter, reflecting the ongoing expansion of global AI training and inference infrastructure [1] Group 2 - The optical communication sector remains highly prosperous, paving the way for AI computing power interconnectivity, with overseas financial reports validating the high prosperity of AI [1] - The Guotai AI ETF (159388) tracks the ChiNext AI Index (970070), which saw a daily fluctuation of 20%, selecting listed companies involved in AI technology development and application from the ChiNext market [1] - The index components exhibit high growth and innovation characteristics, with industry allocation primarily concentrated in cutting-edge technology fields such as information technology and intelligent manufacturing [1]