Venture(US:VEMLY) Sou Hu Cai Jing·2026-02-09 14:54Core Viewpoint - The A-share market experienced a significant rally, with the Shanghai Composite Index rising over 1% and the Shenzhen Component Index increasing over 2%, driven by strong performance in AI, chip, and resource sectors [1][3][5]. Group 1: Market Performance - The total trading volume in the market reached 22.5 trillion yuan, with over 4,600 stocks rising [1]. - The ChiNext AI ETF (159363) surged by 6.53%, breaking through all moving averages, while the Huabao AI ETF (589520) rebounded by 4.57% [1][2]. - The "all-chip" Huabao ETF (589190) also saw a rise of over 3%, recovering its 5-day moving average [1]. Group 2: Sector Highlights - The AI sector is experiencing a resurgence, with significant gains in companies involved in AI applications and computing power, such as Tianfu Communication and Guangke Technology, which rose over 17% [3][5]. - The chip sector is also benefiting from a global chip shortage, with the "all-chip" ETF seeing a collective rise among its constituent stocks, with 47 out of 50 stocks increasing in value [6][7]. - Resource stocks, particularly in rare earths, are gaining traction, with Shenghe Resources hitting the daily limit and the Huabao resource ETF rising by 2% [12][14]. Group 3: Driving Factors - Major overseas cloud providers are significantly increasing their capital expenditures for AI computing, with a projected total of $660 billion by 2026, marking a 60% year-on-year increase [5]. - The Ministry of Industry and Information Technology has initiated the construction of national computing power interconnection nodes, optimizing resource allocation across the country [6][7]. - ByteDance's launch of the Seedance 2.0 video generation model is expected to catalyze a new wave of AI applications, particularly in short content [5][6].