Venture(US:VEMLY) Xin Lang Cai Jing·2026-01-05 02:07Core Viewpoint - The artificial intelligence sector on the ChiNext board has reached new highs, driven by strong performance in computing power and AI applications, with significant gains in various leading stocks and ETFs [1][7]. Group 1: Market Performance - On the first trading day of 2026, the ChiNext artificial intelligence index saw a substantial increase, with stocks like BlueFocus and Hand Information rising over 6%, and several others gaining more than 5% [1][7]. - The ChiNext artificial intelligence ETF (159363) experienced a 2% increase, achieving a new high with real-time transactions exceeding 1 billion yuan [1][7]. Group 2: Strategic Insights - According to Shenwan Hongyuan, the conditions for a comprehensive bull market in 2026 are gradually being established, indicating a dynamic development process [3][9]. - Huolong Securities highlighted the strong demand for Ethernet switches and high-speed optical modules due to AI infrastructure development, predicting rapid growth in the optical module market [3][9]. Group 3: AI Application Outlook - Multiple institutions noted a high certainty in the prosperity of large models in 2026, with competition for consumer-side traffic being a key focus for AI applications next year [10]. - The domestic AI industry chain is expected to thrive under policy support, with AI continuing to empower various sectors and capital markets accelerating domestic AI innovation cycles [10]. Group 4: Historical Performance - In 2025, the ChiNext artificial intelligence index achieved a remarkable annual growth rate of 106.35%, significantly outperforming other AI-themed indices [4][10]. - The index's annual performance from 2021 to 2025 showed fluctuations, with notable increases in 2024 and 2025 [4][10]. Group 5: Investment Recommendations - Investors are advised to focus on the first ChiNext artificial intelligence ETF (159363) and its associated funds, which are heavily weighted towards computing power and AI applications [11][12].