【研选行业】AI基建投资热潮下哪些环节最受益？机构圈出这个细分领域

Group 1 - The core viewpoint of the article emphasizes the importance of understanding and utilizing research reports to identify investment opportunities and avoid missing out on market trends [1] - In the first and second quarters, the capital expenditure of four major CSPs approached $100 billion, highlighting the sectors that will benefit from the AI infrastructure investment boom [1] - The article indicates that a detailed investment map for the commercial aerospace industry has emerged, driven by a combination of policy and technological advancements [1]