Venture(US:VEMLY) Sou Hu Cai Jing·2026-01-30 05:45Group 1 - The core viewpoint of the news highlights a significant surge in the artificial intelligence sector within the ChiNext market, particularly in optical module stocks, with companies like Zhishang Technology and Tianfu Communication experiencing substantial gains [1] - The ChiNext AI ETF, Huabao (159363), saw a 3% increase in its market price, with trading volume exceeding 600 million yuan, indicating strong investor interest [1] - According to Lightcounting's forecast, the global Ethernet optical module market is expected to grow rapidly, reaching $18.9 billion in 2026, driven by strong demand from AI infrastructure and the application of optical interconnect technology [1] Group 2 - Great Wall Securities states that the demand for optical modules is primarily driven by the explosion of data traffic in data centers, particularly due to the rapid increase in data volume from large model inference in AI-generated content (AIGC) [2] - The ChiNext AI ETF (159363) is positioned to benefit directly from the commercialization of AI technology, with approximately 60% of its portfolio allocated to computing power (leading optical module and IDC companies) and 40% to AI applications [2] - The current trend in AI development is shifting from computing power construction to practical applications, indicating a growing market for integrated "computing power + AI applications" [2]