Guojin Securities released a research report stating that it is recommended to focus on the three main lines of AI computing power hardware, autonomous control of semiconductors, and end-side AI innovation. In terms of AI computing power, as next-generation GPUs and ASICs from North American cloud vendors continue to grow rapidly, demand for AI servers, high-speed switches, etc. is expected to grow rapidly. In terms of semiconductors, domestic advanced logic and storage production lines continue to expand, domestic substitution of equipment, components and materials continues to advance, while upward storage cycles and the volume of domestic AI computing power chips drive profit improvement in the design sector. On the AI side, it is recommended to focus on core companies in the autonomous and controllable industry chain; on the AI side, focus on Apple's new product cycle, AI smart glasses, AIPC and AIPC. New demands from other AIoT hardware innovations.

Guojin Securities released a research report stating that it is recommended to focus on the three main lines of AI computing power hardware, autonomous control of semiconductors, and end-side AI innovation. In terms of AI computing power, as next-generation GPUs and ASICs from North American cloud vendors continue to grow rapidly, demand for AI servers, high-speed switches, etc. is expected to grow rapidly. In terms of semiconductors, domestic advanced logic and storage production lines continue to expand, domestic substitution of equipment, components and materials continues to advance, while upward storage cycles and the volume of domestic AI computing power chips drive profit improvement in the design sector. On the AI side, it is recommended to focus on core companies in the autonomous and controllable industry chain; on the AI side, focus on Apple's new product cycle, AI smart glasses, AIPC and AIPC. New demands from other AIoT hardware innovations.