Venture(US:VEMLY) Sou Hu Cai Jing·2026-01-16 01:22Core Viewpoint - The AI sector, particularly in the context of the ChiNext board, is experiencing a rebound, with significant movements in AI-related stocks and ETFs, indicating strong investor interest and potential growth opportunities in the market [1][3]. Group 1: Market Performance - The ChiNext AI ETF (159363) showed a strong recovery, closing positively with a daily trading volume exceeding 1 billion CNY, reflecting continued capital inflow and a total increase of 1.2 billion CNY over the past four days [1][2]. - The ETF's latest scale reached a record high of 5.527 billion CNY, with an average daily trading volume of nearly 800 million CNY over the past six months, leading among eight ETFs tracking the ChiNext AI index [2][3]. Group 2: Sector Opportunities - The optical module sector is experiencing a high growth cycle, driven by increasing demand for AI computing power, with major manufacturers ramping up production in mainland China and Thailand [3][4]. - The AI application landscape is evolving, with Alibaba's Qianwen App integrating various services, indicating a significant advancement in AI shopping functionalities [3][4]. Group 3: Investment Insights - The ChiNext AI ETF is strategically positioned to benefit from the commercialization of AI technologies, with approximately 60% of its portfolio focused on computing power (mainly optical modules) and 40% on AI applications [4]. - Analysts suggest that the optical module sector could become a focal point for investors during market corrections, highlighting its potential as a strong performer in the near term [3][4].