Venture(US:VEMLY) Sou Hu Cai Jing·2025-12-12 01:45Core Insights - The launch of the Science and Technology Innovation and Entrepreneurship Artificial Intelligence ETF (159142) is a significant event, closely tracking the Science and Technology Innovation AI Index (932456) [1] - The ETF comprises 50 listed companies selected from the Science and Technology Innovation Board and the Growth Enterprise Market, focusing on three categories of AI business: foundational resources, technology, and applications [1] - The index has shown remarkable performance, with a one-year increase of 105.81%, significantly outperforming the CSI 300 index, which rose by 15.76% during the same period [2] ETF Composition - The ETF consists of 60% companies listed on the Growth Enterprise Market and 40% on the Science and Technology Innovation Board [1] - The top ten weighted stocks in the ETF include companies such as Zhongji Xuchuang, Xinyi Sheng, and Cambricon Technologies [1] Market Performance - The Science and Technology Innovation AI Index has outperformed other similar thematic indices, including the Growth Enterprise AI Index and the CS AI Index [2] - The report from CMB International highlights the sustained high demand for computing power, predicting a 50% increase in AI server shipments by 2026, reaching 2.32 million units [2] Future Outlook - The penetration rate of AI PCs is expected to exceed 50% by 2026, with AI glasses shipments projected to surpass 10 million units [2] - Apple's upcoming innovations, including the iPhone 18 and foldable iPhones, are anticipated to drive supply chain upgrades [2] - The rapid development of the foldable smartphone supply chain is expected to benefit components such as UTG glass and liquid metal hinges [2]