Xin Lang Cai Jing·2025-10-10 00:20Core Viewpoint - The recent volatility in the computing power sector presents an opportunity for investment, with a continued recommendation for the AI industry chain [1] Group 1: AI Applications - OpenAI has released 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 its launch [1] - The AI smart glasses, Meta Ray-Ban Display, have sold out in physical stores, with trial appointments booked out for two months [1] Group 2: AI Computing Power - OpenAI and AMD have announced a strategic agreement for 6GW, highlighting the importance of AMD's supply chain companies [1] - The demand for AI computing power remains strong, with capital expenditures in this area expected to be sustainable [1] Group 3: Sector Opportunities - 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, and there is still room for market capitalization expansion [1]