EOPTOLINK(SZ:300502) Xin Lang Ji Jin·2025-11-14 11:49Core Viewpoint - The AI computing sector is experiencing significant adjustments, with the ChiNext AI Index dropping over 3% in a single day, indicating a broader market correction in this area [1][3]. Group 1: Market Performance - The ChiNext AI Index saw a weekly decline of 6.23%, reflecting a retreat in technology sentiment and increased trading difficulties [3]. - Major stocks in the AI computing sector, such as Xinyisheng and Zhongji Xuchuang, reported substantial revenue and profit growth, with Xinyisheng's revenue increasing by 221.7% year-on-year [2][5]. - The AI computing ETF (159363) fell by 3.42%, with a trading volume of 430 million yuan, indicating a net subscription of 44 million shares despite the downturn [1]. Group 2: Fundamental Analysis - The performance of key stocks in the AI computing sector has generally exceeded expectations, with Zhongji Xuchuang's revenue reaching 25.01 billion yuan and a profit increase of 90% [5]. - The market is witnessing a shift in investment strategies, with some funds moving towards "high-cut low" strategies, seeking new opportunities aligned with the "14th Five-Year Plan" [4]. Group 3: Future Expectations - Global cloud service providers are increasing their capital expenditures in AI computing, with a reported 68% year-on-year growth to 96.4 billion USD in Q3 2025 [6]. - The AI hardware and computing sectors are expected to remain strong, with projected net profit growth exceeding 30% next year, particularly in communication equipment and IT services [7].