海外映射催化，重视科技反弹

Core Insights - The report emphasizes that the pessimistic expectations surrounding computing infrastructure are reversing, with leading companies like Nvidia and Broadcom showing strong market performance, indicating a sustained high prosperity trend in computing infrastructure [3][4][5] - The AI industry chain is expected to have a certain rebound potential under the influence of overseas mapping and market style rotation, making it an optimal time for investment [2][4][6] Computing Infrastructure - Recent performance in the A-share TMT sector has been notable, with telecommunications, computers, electronics, and media sectors rising by 2.42%, 2.42%, 2.23%, and 1.34% respectively, while computing infrastructure components like optical modules, copper connections, and circuit boards saw increases of 5.18%, 4.45%, and 3.88% [4] - The launch of new AI products, such as AR glasses, is accelerating the integration of AI applications from concept to execution, with major tech companies like Microsoft and Google heavily investing in this area [6] AI Industry Chain - The report highlights that the AI application landscape is transitioning towards deep integration and task execution, with significant developments expected at the upcoming ByteDance Volcano Engine 2025 conference [6] - The computing infrastructure sector, particularly components directly benefiting from the high prosperity of overseas computing leaders like Nvidia, is identified as a key area for investment focus [6]