Venture(US:VEMLY) Xin Lang Cai Jing·2026-02-09 06:48Group 1 - The AI industry chain has experienced a continuous pullback since mid-January 2026 due to high uncertainty regarding the commercial models and real demand for AI applications, yet related products have seen an increase in funding attention, with the Huatai-PB AI ETF (159139) receiving a net inflow of over 94 million yuan over six consecutive trading days from January 30 to February 6, 2026, leading to a growth in its shares and scale to 420 million shares and 456 million yuan respectively, indicating confidence in the long-term development logic of the sector [1][3] - Major domestic companies are expected to launch significant updates to their large models around the Spring Festival, which could catalyze the development of the AI industry chain. ByteDance plans to release three new AI models in February: Doubao 2.0 (next-generation flagship large language model), Seedream 5.0 (image generation model), and SeedDance 2.0 (video generation model), while the new flagship AI model Qwen 3.5 is also set to be released during the Spring Festival [1][3] - The iteration and upgrade of large models are anticipated to generate more demand and industrial opportunities, driving the development and upgrade of the upstream and downstream ecosystems of the AI industry chain [1][3] Group 2 - The Huatai-PB AI ETF (159139) closely tracks the CSI Sci-Tech Innovation and Entrepreneurship AI Index, which is the first AI-themed index that selects stocks across both "Sci-Tech Innovation" and "Entrepreneurship" sectors, integrating the hard technology strength of the Sci-Tech Innovation Board with the high growth potential and application vitality of the Entrepreneurship Board, facilitating investors to easily invest in a cluster of AI companies with distinct technological innovation attributes and growth potential in the A-share market [2][4] - The fund manager of the Huatai-PB AI ETF, Huatai-PB Fund, is one of the first ETF managers in China, with a strong background in managing not only industry ETFs but also broad-based and dividend-themed indices. The "Dividend Family" series includes several ETFs, which may serve as ideal defensive options in a "barbell strategy" [2][4]