平安基金林清源：看好AI时代电力设备和端侧投资机会

Group 1 - The core viewpoint is that the end of computing power is energy, and edge devices are essential for the implementation of AI [1] - Investment opportunities are highly focused on power equipment (transformers, gas turbines) and edge AI [1] - Companies that integrate AI into traditional industries (such as AI quality inspection and smart grids) are expected to have more stable performance and higher safety margins compared to pure AI companies [1] Group 2 - The manager believes that after the chip shortage, the next likely issue will be a shortage of electricity, indicating that power equipment may evolve from traditional cyclical stocks to new technology growth stocks [1] - The preference is for companies with solid traditional businesses that are empowered by AI [1]