Venture(US:VEMLY) Xin Lang Cai Jing·2026-02-10 01:19Group 1 - The core viewpoint of the news highlights a significant increase in capital expenditure by major overseas tech companies, with a projected total of $660 billion by 2026, marking a 60% year-on-year growth primarily aimed at AI computing power development [2][10] - ByteDance has launched a new AI product, Seedance 2.0, on its platform, which has garnered extensive evaluation and discussion within the AI industry, potentially accelerating the commercialization of AI-driven short films and series [2][10] Group 2 - The ChiNext AI Index has significantly outperformed its peers, achieving a cumulative increase of 322.31% in 2023, surpassing other AI indices such as the Sci-Tech Innovation AI Index and the CS Artificial Intelligence Index [3][12][13] - The ChiNext AI Index allocates approximately 60% of its portfolio to computing power (including optical modules and IDC) and about 40% to AI applications, indicating a balanced focus on both computing and application aspects of AI [5][16] - Within the computing power segment, the ChiNext AI Index emphasizes investments in the upstream "seller" segment of the AI industry chain, with over 44% of its allocation in CPO optical modules [5][16]