Venture(US:VEMLY) Sou Hu Cai Jing·2026-01-14 01:24Group 1 - The core viewpoint of the articles highlights the divergence in the AI sector, with AI applications gaining market recognition while the computing power segment, particularly focused on IDC, is seen as an investment opportunity due to its low valuation and potential for recovery [1][4][5] - The AI application sector is accelerating towards commercialization, with significant developments in policies and financing, indicating a promising growth trajectory for AI applications [4][5] - The newly included ETF, the ChiNext AI ETF (159363), is expected to enhance liquidity and attract northbound capital, making it a key tool for investors looking to capitalize on the entire AI value chain [3][4][5] Group 2 - The ChiNext AI ETF (159363) has a current scale of 47.31 billion yuan and ranks first in liquidity among the eight ETFs tracking the ChiNext AI index, indicating strong investor interest [5] - The ETF's investment strategy includes approximately 60% allocation to computing power (light modules + IDC) and 40% to AI applications, positioning it as a comprehensive investment vehicle in the AI sector [5] - The IDC segment is highlighted as a low-position opportunity, with major domestic companies increasing capital expenditures and a revival in data center bidding activities, suggesting a favorable environment for investment [4][5]