Venture(US:VEMLY) Xin Lang Cai Jing·2026-01-28 03:52Group 1 - The core point of the news is the significant price increases in semiconductor chips and storage components, indicating a shift in the supply-demand dynamics within the industry, with companies like Samsung Electronics and domestic firms announcing substantial price hikes [1][2] - The DeepSeek team released a new paper and open-sourced the DeepSeek-OCR 2 model, which enhances AI's ability to dynamically rearrange image components based on their meanings, aligning more closely with human visual processing [1] - The first AI-focused ETF, Yongying (159141), has seen a 1.29% increase, with key component stocks like Youke and Beijing Junzheng experiencing notable gains, reflecting investor confidence in the AI sector [1][2] Group 2 - Global AI computing power and storage are experiencing high demand, leading to widespread shortages and price increases across various electronic components, indicating a structural inflation trend in the industry [2] - AI is identified as the primary driver of growth in the cloud computing sector, with major cloud providers increasing capital expenditures to enhance high-performance infrastructure and AI development tools [2] - The Yongying AI ETF, established on December 3, 2025, focuses on core AI industry chain stocks, with over 68% of its allocation in AI chips, optical modules, and cloud computing [2]