Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2026-01-14 02:55Group 1 - The core viewpoint of the article highlights the strong performance of the technology sector, particularly in the 0-1 stage themes such as quantum computing, nuclear fusion, and commercial aerospace, with significant attention on the commercial aerospace sector and its related industries [1] - The article notes that the ChiNext 50 ETF (159375) rose over 1.7%, reflecting the overall positive sentiment in the technology and emerging industries, which include electric equipment, new energy, pharmaceuticals, and computers [1] - The report emphasizes the importance of theme investments, recommending a focus on the space photovoltaic industry and AI application sectors, particularly the industrialization process of SpaceX's space photovoltaic initiatives and the deepening development of AI applications [1] Group 2 - The article mentions that the ChiNext 50 Index (399673) tracks the performance of 50 securities with high trading volumes in the ChiNext market, which are characterized by high growth potential and liquidity [1] - It is indicated that the sectors expected to perform well in the first half of the year include technology (0-1 technology themes and overseas computing/optical communication) and anti-involution sectors such as lithium batteries, chemicals, and non-ferrous metals, while advanced manufacturing and cyclical sectors are to be monitored in the second half [1]