Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2025-12-12 02:52Group 1 - The AI technology sector is experiencing renewed activity, with the optical module CPO concept leading the gains, particularly with Dekoli rising over 10% and other companies like LianTe Technology, Yuanjie Technology, XinYisheng, and Cambridge Technology also showing strength [1] - As of 9:35 AM, the optical module CPO concept stocks accounted for over 56% of the weight, and the Huaxia AI ETF (159381), which has the lowest fee rate in its category, rose over 1%. This ETF has seen a net inflow of 173 million yuan over the past three days [1] - The Central Economic Work Conference held from December 10 to 11 in Beijing has outlined the direction for economic work in the coming year, emphasizing the importance of technology sectors like AI and robotics, which align with national strategies and possess genuine technological barriers [1] Group 2 - The Huaxia AI ETF (159381) tracks the "ChiNext AI Index," with the optical module CPO weight at 56.7%, covering domestic software and AI application companies, indicating high elasticity. The top three weighted stocks are Zhongji Xuchuang (26.62%), XinYisheng (19.35%), and Tianfu Communication (5.05%) [2] - The ETF has a low overall fee rate of only 0.20%, the lowest among its peers, with additional connection classes available [2] Group 3 - According to the outlook from China International Capital Corporation for 2026, the artificial intelligence super cycle may continue, and the "14th Five-Year Plan" for technology replacement may accelerate. The current wave of technological advancements brought by AI is extensive, impactful, and involves numerous industry chain links [1]