Venture(US:VEMLY) Xin Lang Cai Jing·2026-02-11 05:36Core Insights - The domestic AI application ecosystem is experiencing rapid deployment and policy support ahead of the Spring Festival, with major AI companies promoting AI assistants and achieving breakthroughs in multimodal video generation technology [1][5] - The National Development and Reform Commission and eight other departments have issued implementation opinions to accelerate the compliant application of AI in key areas such as bidding and tendering, providing a clearer regulatory framework for industry development [1][5] - Market attention towards the AI sector has significantly increased, with related thematic ETFs receiving substantial capital inflows, particularly the Huatai-PB Innovation and Entrepreneurship AI ETF, which has seen net inflows of 168 million yuan over 17 out of 27 trading days this year [1][5] Industry Trends - The large-scale application of AI is expected to significantly increase the frequency of inference computing power usage, creating a reverse pull on upstream computing power and infrastructure [2][6] - The AI industry is transitioning from a "single-point computing power boom" to a collaborative expansion phase involving "computing power, infrastructure, and application ecosystem," benefiting sectors such as servers, power equipment, data centers, and domestic computing power supply chains [2][6] ETF Insights - The Huatai-PB Innovation and Entrepreneurship AI ETF closely tracks the CSI Innovation and Entrepreneurship AI Index, which is the first AI thematic index that spans both "innovation" and "entrepreneurship" sectors, allowing investors to easily access a cluster of AI companies with strong growth potential [2][6] - The fund has recently seen an increase in trading volume, with an average daily transaction amount of 58 million yuan, significantly higher than its average since inception, leading to an increase in fund size to 440 million yuan and shares to 380 million [1][5]