Nvidia(US:NVDA) CMS·2026-03-01 09:40Investment Rating - The report suggests a focus on AI Infrastructure and commercial aerospace, indicating a positive outlook for these sectors [1]. Core Insights - OpenAI has completed a new financing round of $110 billion, achieving a valuation of $730 billion, with Amazon as a key participant [9][10]. - NVIDIA reported record revenue of $68.1 billion for FY26Q4, with data center contributions exceeding 90% of total revenue [11][12]. - SpaceX is accelerating its IPO plans, aiming for a valuation of over $1.75 trillion [17]. - China's AI model token usage has surpassed that of the U.S. for the first time, indicating a significant shift in the AI landscape [18]. Industry Size - The industry comprises 285 stocks, with a total market capitalization of ¥4529.7 billion and a circulating market capitalization of ¥4022.3 billion [2]. Market Performance - The computer sector experienced a 0.62% increase in the fourth week of February 2026, with notable stock performances from companies like Hailianxun and ST Diweixun [23][24]. Investment Recommendations - The report emphasizes cloud computing services as a strong investment direction, highlighting companies such as Co-creation Data, Hongjing Technology, and Alibaba [6][22]. - It also suggests monitoring domestic computing power companies like Haiguang Information and Cambrian, as well as various other tech firms involved in space and AI [6][22].