Mei Ri Jing Ji Xin Wen·2025-08-14 00:16Core Viewpoint - The company reports that the computing power chain sector is experiencing rapid growth, driven by the ongoing demand from AI, indicating a high level of industry prosperity [1] Group 1: Performance and Growth - The computing power chain company has released a performance forecast showing significant growth [1] - The AI-driven computing power industry continues to demonstrate strong demand, suggesting sustained investment opportunities [1] Group 2: Investment Recommendations - The company recommends focusing on North American computing power chain core stocks that are experiencing continuous high growth while still being valued at historically low levels [1] - Companies that are likely to benefit from spillover demand and achieve customer or market share breakthroughs are highlighted as potential investment opportunities [1] - Attention is drawn to upstream segments that are currently in short supply, indicating potential for growth [1] Group 3: Product and Supply Chain Focus - With the bulk shipment of GB300, there is a recommendation to closely monitor the 1.6T optical module and CPO industry chain [1] - As H20 supply recovers, the introduction of new GPUs by NV to the Chinese market is noted, suggesting a focus on domestic computing power chains [1]