Venture(US:VEMLY) Xin Lang Cai Jing·2026-01-16 02:50Core Viewpoint - The AI sector is experiencing a correction, with significant declines in AI application stocks, while computing power stocks remain active and show positive performance. The market is seeing substantial inflows into the AI-focused ETF, indicating continued investor interest despite short-term fluctuations [1][7]. Group 1: AI Application Sector - The AI application concept stocks have seen notable declines, with Chinese Online dropping over 10% and several others like Hand Information and BlueFocus falling more than 8% [1][7]. - The AI industry is currently dynamic, with significant developments such as overseas financing for xAI and Anthropic, and domestic policies promoting "AI + manufacturing" [8][10]. Group 2: Computing Power Sector - Computing power stocks are maintaining their activity, with companies like LianTe Technology and ZhiShang Technology leading gains of over 5% [1][7]. - The light module industry is in a high prosperity cycle, driven by the explosive demand for AI computing power, with leading manufacturers accelerating production in mainland China and Thailand [9][10]. Group 3: ETF Performance - The ChiNext AI ETF (159363) has seen a decline of 2% but has experienced significant net subscriptions, with over 2 billion yuan in real-time net purchases and a total of 1.2 billion yuan in the past four days [1][7]. - As of January 15, the ChiNext AI ETF has reached a record size of 5.527 billion yuan, with an average daily trading volume of nearly 800 million yuan over the past six months, making it the largest among eight ETFs tracking the ChiNext AI index [4][10].