Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2026-02-05 07:03Group 1 - The core viewpoint is that the demand for AI inference is continuously growing, with Token call volume maintaining high growth for 2-3 weeks since January 2026, reaching new weekly highs according to OpenRouter [1] - AWS and Google Cloud have announced price increases for cloud services, indicating a high demand for global AI computing power and highlighting the scarcity of resources in the AI cloud industry chain [1] - The surge in demand for large model training and inference is expected to drive a trend of rising cloud computing prices [1] Group 2 - The value of AI Agents is becoming more prominent, with applications like Clawdbot demonstrating clear cost reduction and efficiency improvement in office process handling [1] - Major domestic internet companies are actively engaging in marketing activities around the Spring Festival to capture the C-end AI entry, leveraging strong social viral effects to enhance user acquisition and activity, thereby accelerating the commercialization of AI applications [1] Group 3 - The Guotai AI ETF (159388) tracks the AI index (970070) of the ChiNext market, with a daily price fluctuation limit of 20%, selecting listed companies involved in machine learning and big data analysis to reflect the overall performance of AI-related securities [1] - The index focuses on high growth and innovation characteristics, with industry allocation emphasizing information technology and high-end manufacturing, aiming to reflect the development trends of China's emerging technology industry [1]