【研选行业】被忽视的AI算力核心环节，这两家公司已获机构重点关注

Group 1 - The article emphasizes the importance of identifying valuable research reports and understanding when to utilize them to avoid missing investment opportunities [1] - It highlights a core segment of AI computing power that accounts for 20% of total investment, which is currently experiencing a surge in North American orders, with two companies receiving significant attention from institutions [1] - Major players like Nvidia, Meta, Microsoft, and Google are actively engaging in the burgeoning SST market, which is projected to explode, with four key companies expected to benefit from this growth [1]