Zhi Tong Cai Jing·2025-11-06 06:17Core Viewpoint - The report from Guotai Haitong highlights the acceleration of the semiconductor industry driven by AI and data center construction, maintaining an "overweight" rating on the AI industry chain and recommending various sectors within it [1]. Group 1: AI Industry Chain Recommendations - The AI industry chain is experiencing continuous growth due to clear demand for AI, leading to sustained investment and technological advancements [1]. - Recommended sectors include AI computing power, cloud service providers, AI applications, and AI social networking [1]. Group 2: Specific Stock Recommendations - In the AI computing power sector, recommended stocks include Nvidia (NVDA.O), TSMC (TSM.N), ASML (ASML.O), Broadcom (AVGO.O), and Marvell (MRVL.O) [3]. - For cloud service providers, the top three recommended companies are Microsoft (MSFT.O), Amazon (AMZN.O), and Google (GOOGL.O) [3]. - In the AI applications sector, recommended companies benefiting from AI agents include Apple (AAPL.O), Qualcomm (QCOM.O), Lenovo Group (0992.HK), and Xiaomi Group (1810.HK) [3]. - In the AI social networking space, recommended companies include Tencent Holdings (0700.HK), Meta (META.O), and Google (GOOGL.O) [2].