Group 1 - The core viewpoint of the articles emphasizes the strengthening narrative of the AI industry, driven by strong performance and large orders from a major overseas tech giant, despite increasing internal differentiation within the tech sector [1] - The AI infrastructure spending is projected to reach $3-4 trillion annually by 2030, indicating a significant increase in overseas demand and strengthening certainty in computing power [2] - The focus of the market is shifting from general hardware to computing power infrastructure and vertical application scenarios, with an emphasis on companies that can translate technological advantages into tangible performance growth [4] Group 2 - The volatility in tech stocks is attributed to a mismatch between expectations and reality, with rapid industry changes leading to premature market reactions [3] - Investment strategies suggested include focusing on high-probability stocks in overseas computing power and enhancing domestic AI supply chain localization, particularly in semiconductors and smart driving [2] - The performance of the Huian Growth Preferred Mixed Fund has been notable, with a year-to-date return of 116.26%, ranking 4th among 2303 comparable flexible allocation funds [3]
汇安基金单柏霖：海外需求提振 算力板块确定性有望加强
Sou Hu Wang·2025-09-17 11:49