Venture(US:VEMLY) Sou Hu Cai Jing·2026-02-27 11:35Group 1 - The core viewpoint of the news highlights the active performance of AI hardware sectors such as HBM, circuit boards, and copper-clad laminates in the first week after the holiday, with various AI-related indices showing positive growth [1][5][6] - The CSI AI Theme Index increased by 1.3%, the CSI Sci-Tech Innovation and Entrepreneurship AI Index rose by 1.7%, and the SSE Sci-Tech Innovation Board AI Index saw a 0.7% increase [1][3] - The AI ETF managed by E Fund (159819) attracted over 100 million yuan in the first three trading days of the week [1] Group 2 - The CSI Sci-Tech Innovation and Entrepreneurship AI Index focuses on leading companies in AI, comprising 50 stocks with significant market capitalization involved in AI foundational resources, technology, and application support, with approximately 90% from the electronics, communication, and computer sectors [5] - The SSE Sci-Tech Innovation Board AI Index includes 30 major stocks from the Sci-Tech Innovation Board, also focusing on AI foundational resources and applications, with a similar industry composition [6] - The rolling price-to-sales ratio for the CSI AI Theme Index is 5.2 times, while the corresponding ratios for the other indices are 15.7 times and 16.3 times respectively [3]