Core Insights - The storage chip sector is experiencing strong gains, with AI-related sectors such as HBM, CPO, and semiconductor equipment leading the market. The CSI Artificial Intelligence Theme Index rose by 2.4%, and the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index increased by 1.0% [1] - The latest "14th Five-Year Plan" emphasizes accelerating innovation in artificial intelligence and digital technologies, enhancing the efficient supply of computing power, algorithms, and data, and fully implementing the "AI+" initiative to empower various industries [1] - Current user penetration of AI large models is still relatively low, indicating that the development of large models is in its early to mid-stages, with the industrialization cycle just beginning. The AI computing power sector, including both domestic and international supply chains, is expected to continue to perform well [1]
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Sou Hu Cai Jing·2025-10-27 13:16