Xin Lang Cai Jing·2025-08-27 04:13Core Insights - The AI industry chain experienced a significant surge, with the AI index rising by 5.31% and the communication equipment index increasing by 5.17% as of August 27 [1] - The Chinese government issued the "Artificial Intelligence +" action plan, aiming to promote the integration of AI across various sectors, potentially leading to a new wave of innovation in the AI industry [1] - Major players in the AI computing sector, such as Cambrian and NewEase, reported outstanding financial results, with NewEase's revenue growing by 282.64% year-on-year and net profit increasing by 355.68% [1] Market Analysis - The Shanghai Composite Index has broken through several resistance levels, indicating a potential slow bull market trend, supported by continued loose fiscal and monetary policies [2] - The global AI wave is accelerating, with increasing demand for computing power driven by the development and training of large AI models, suggesting a high growth phase for the global computing industry chain [2] - Domestic computing sectors are expected to benefit from both domestic substitution and the AI wave, leading to dual growth in performance and market trends [2] Investment Opportunities - The communication and optical module sectors are highlighted as strong performers, with the AI computing infrastructure heavily reliant on optical module technology [3] - The DeepSeek R2 large model is anticipated to launch in the second half of the year, maintaining high prosperity in the AI industry chain [4] - Investment funds focusing on AI and communication equipment are recommended for investors looking to capitalize on the AI computing opportunity [3][4]