Venture(US:VEMLY) Sou Hu Cai Jing·2025-12-29 03:34Group 1 - The core point of the news is the significant growth in the AI sector, highlighted by the performance of the Yongying AI ETF, which rose by 1.41% with over 40 million CNY in net subscriptions [1][2] - The Yongying AI ETF (159141) is the first of its kind, focusing on the AI industry chain, covering upstream chip and optical module sectors, midstream large models and cloud computing, and downstream applications, with over 78% allocation in AI chips, optical modules, and cloud computing [3][4] - The implementation of national standards for AI large models marks a significant step in establishing a technical evaluation system, filling a gap in the industry [2][3] Group 2 - The demand for high-speed optical modules is strong, driven by the need for AI infrastructure, which is expected to lead to rapid growth in the global optical module market [3] - Chinese manufacturers have secured seven out of the top ten positions in the global optical module market, indicating a strengthening dominance [3] - The "Artificial Intelligence +" initiative is integrated into the 14th Five-Year Plan, aiming for deep integration of AI across various sectors, with targets set for 2027 and 2030 regarding the prevalence of new intelligent terminals and applications [3]