Market Trends & Investment Opportunities - The technology sector is experiencing a resurgence, reminiscent of the pre-2020 tech boom, driven by AI investments [1] - Nvidia's stock surged nearly 64% in three months (early May to early August), reflecting investor enthusiasm for AI-related stocks [1] - Nasdaq 100 index rebounded over 30% from its April low, while the "Tech Seven" index surged nearly 40%, indicating strong capital inflow into the tech sector [1] - The report identifies AI chips, cloud computing, advertising technology, and terminal equipment as four core areas driving the next wave of technological advancement [1] - The analysis aims to identify long-term opportunities versus short-term trends in the AI-driven market, focusing on chip wars, cloud platform strategies, and emerging application-layer companies [1] Risk Disclosure - The content is for educational purposes only and does not constitute financial advice [1] - All investments involve risks, and individuals are responsible for conducting their own research and due diligence [1]