美股研究社·2025-09-25 13:06Group 1 - The rapid development of artificial intelligence (AI) technology is creating widespread opportunities in the market [3] - The report from China International Capital Corporation (CICC) indicates that the power consumption of Nvidia's next-generation Rubin chips may increase from 1400W to over 2000W, enhancing the application of microchannel liquid cooling technology [5][6] - Huatai Securities highlights the importance of special electronic fabrics in the PCB-CCL industry chain, predicting a supply shortage for various special electronic fabric products until 2026 [6][7] Group 2 - Cathie Wood from Ark Investment Management emphasizes that AI is raising the hiring standards in asset management firms, advocating for a cautious approach to recruitment [7] - Microsoft is collaborating with Anthropic to develop AI Copilot, allowing users to switch between OpenAI and Anthropic models for enhanced functionality [8] - TSMC's 2nm process pricing has increased by at least 50% compared to the 3nm process, with significant price hikes in memory chips driven by strong demand from AI data centers [8][12]