Venture(US:VEMLY) Xin Lang Cai Jing·2026-01-15 02:44Group 1 - The A-share technology sector experienced a decline, particularly in AI application themes, with the lowest fee artificial intelligence ETF, Huaxia (159381), dropping by 2.18% as of 10:20 AM [1] - UBS believes that the Chinese AI industry does not exhibit a U.S.-style bubble and will instead encounter systematic opportunities in three main areas: model export, application explosion, and computing power substitution [1] - Citic Securities forecasts that by 2025, the synergy between self-control and AI will lead to impressive performance in related sectors, with the trend expected to strengthen further in 2026 [1] Group 2 - The Huaxia Cloud Computing ETF (516630) tracks the cloud computing index (930851) and has a high weight of 83.7% in domestic AI software and hardware computing power, with over 40% in deep seek and AI applications [2] - The Huaxia Entrepreneurial AI ETF (159381) focuses on AI hardware computing power and AI software applications, providing high elasticity and representativeness, with a low comprehensive fee rate of 0.20% [2] - The Huaxia Communication ETF (515050) tracks the CSI 5G communication theme index, focusing on the supply chains of Nvidia, Apple, and Huawei, with significant holdings in companies like Zhongji Xuchuang and Lixun Precision [2]