Di Yi Cai Jing·2025-10-10 00:12Core Viewpoint - The recent volatility in the computing power sector presents an opportunity for investment, with a continued recommendation for the AI industry chain [1] AI Applications - OpenAI has launched the video generation model Sora 2, which shows significant performance improvements, leading to the Sora App reaching the top of the US App Store free chart within three days of release [1] - Meta's AI smart glasses, Ray-Ban Display, have sold out in stores, with trial appointments booked out for two months [1] AI Computing Power - OpenAI and AMD have announced a strategic agreement for 6GW, highlighting the importance of AMD's supply chain [1] - The demand for AI computing power remains strong, with ongoing capital expenditures in this area [1] Sector Overview - The AI computing power sector encompasses advanced processes, GPU/ASIC, optical modules, PCBs, servers, switches, optical devices, copper connections, IDC, and supporting infrastructure (liquid cooling, power supply, electrical systems, comprehensive wiring, etc.) [1] - The sector is characterized by a broad market trend, with individual stocks in the industry chain showing potential for growth, indicating that there is still market capitalization space available [1]