Group 1 - The core viewpoint of the article is that the Taiwanese stock market has experienced a significant upward trend, driven primarily by the AI supply chain, particularly benefiting from increased capital expenditures by large cloud service providers (CSPs) [3][4] - The Taiwan stock index has risen from approximately 13,000 points at the end of 2022 to nearly 26,000 points, marking a cumulative increase of 100% [3] - The AI-driven corporate profit growth cycle is expected to continue until 2026, providing a strong foundation for the long-term positive outlook of the Taiwanese stock market [3] Group 2 - Key indicators to monitor include the capital expenditure trends of the four major CSPs, as sustained increases will translate into strong demand for Taiwan's AI supply chain [3] - AI applications are extending from cloud computing to edge computing and end devices, which is anticipated to create a second wave of growth momentum before 2026 [3] - Despite the structural positive factors, short-term volatility risks exist due to high valuations in AI stocks and potential inflation pressures that could affect market sentiment [4] Group 3 - Investment recommendations include focusing on sectors with potential for specification upgrades, such as thermal management, network communication PCBs, power supplies, and copper foil substrates [4] - Caution is advised in stock selection for non-AI stocks, with suggestions to consider industries with policy support or defensive characteristics, such as military/aerospace, finance, construction, dining, and convenience stores [4]