FII(SH:601138) Zheng Quan Shi Bao Wang·2025-12-09 02:46Core Viewpoint - The AI industry chain stocks experienced a significant rally, with companies like Zhongchuang Environmental Protection and Hengxin Oriental hitting the 20% limit up, indicating strong market enthusiasm for AI-related investments [1] Industry Summary - Recent catalysts in the AI industry include major advancements such as Google's new model performance improvements, the strong capabilities demonstrated by TPU, the release of DeepSeek V3.2, Amazon's launch of Trainium 3, and the enthusiastic market response to the listing of Moore Thread [1] - Companies like NVIDIA, Alibaba, and AMD have denied the existence of an AI bubble, reinforcing the positive outlook for AI development [1] - CITIC Construction Investment Securities emphasizes that the world is currently undergoing an AI industrial revolution, comparable to the industrial revolution, and suggests that the impact is profound and should be observed from a long-term perspective [1] - The firm maintains an optimistic view on the demand for computing power driven by AI and continues to recommend investments in the AI computing power sector [1]