Group 1 - The core viewpoint of the article highlights a collective pullback in the technology sector, particularly within the AI industry chain, with significant declines in areas such as CPO, optical communication, and memory, as evidenced by a 2.5% drop in the CSI Artificial Intelligence Theme Index and a 1.7% drop in the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index [1][3] - Despite the recent downturn, Citic Securities points out that there have been continuous catalysts in the AI industry chain, including significant performance improvements in Google's new model, the official release of DeepSeek V3.2, Amazon's launch of Trainium3, and the listing of Moore Threads, indicating a positive development outlook for AI [1] - The article emphasizes that the world is currently undergoing an AI industrial revolution, comparable to the industrial revolution, which necessitates a long-term perspective and broader vision to observe its impacts [1] - The demand for computing power driven by AI and its application scenarios is expected to maintain optimistic expectations, with a continued positive outlook for the AI computing power sector [1]
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Sou Hu Cai Jing·2025-12-16 10:22