炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 文/新浪财经上海站 十里 近期，一则自称署名为好利科技（维权）（002729.SZ）前董秘助理的求职帖在社交平台被多次转发。 该求职帖因包含大量第一人称工作描述而受到市场从业者关注，其中呈现的内容涉及项目介绍、机构接 触以及非正式场景中的沟通方式。 根据其自述，其是法学生专业，在好利科技任职期间主要负责在各类会面与餐叙中向机构介绍公司业 务，包括IDC机房、上海超硅、T3出行等项目。她写道："开局通常是我先简要介绍公司项目，方便大 家后续交流。" 自己本人有三个优点：能独立对接会面并介绍公司项目；能在高频社交场景中承担沟通任务；情绪稳 定、反应快、对管理层时间要求高度配合。 在描述机构接触方式时，她列举道："饭局上见到的大多是上海一二级市场的基金经理、券商和其他公 司的董秘或高管。"并提到："一开始是董秘带我去认识人，后来基本都是别人主动邀约我去饭局。" 求职帖中的部分细节因表述直接而被反复引用，如她写道： "一般八人饭局，开始由我先打圈，后面依次跟领导层喝，最后还能再来一圈。可以二场。" "茅台六两以上，没有失态过。红酒能喝，但没计过 ...

Group 1: North American Computing Power - North American cloud vendors are expected to increase capital expenditure to over $600 billion by 2026, indicating a strong growth trajectory for computing power investments and infrastructure development [1] - The demand for AI commercial realization is being driven by open interconnectivity and power cost reduction, validating the rationale for computing power investments [1] - The rise in power consumption per card/cabinet in North America highlights the importance of power supply assurance for cloud computing capacity [1] Group 2: Domestic Computing Power - Domestic AI infrastructure is anticipated to grow rapidly by 2026, driven by continuous upgrades in models and increased capital expenditure from leading cloud vendors and telecom operators [2] - The IDC industry is expected to enter a cyclical turning point due to high demand and improved supply quality, presenting long-term investment value [2] - Structural alpha opportunities are emerging in the industry chain due to the upgrade of network architecture and computing power chips, benefiting segments like optical modules, liquid cooling, switches, and power supplies [2] Group 3: Edge AI - The edge AI market is on the verge of large-scale deployment, supported by policy initiatives and collaboration within the industry chain [3] - The introduction of innovative products, such as MetaAI glasses, is expected to accelerate market growth for edge AI [3] - The combination of policy guidance, ecosystem improvement, and demand growth is likely to create a solid foundation for edge AI, transitioning the industry from thematic catalysts to performance realization [3] Group 4: Telecom Operators - Telecom operators are experiencing a phase of capital expenditure reduction, business structure transformation, and increasing dividend ratios, which enhances their investment appeal [4] - The mature basic telecom business continues to serve as a revenue stabilizer, while cost management and AI integration support profit growth [4] - The rising dividend ratio in a low-interest-rate environment further highlights the value of telecom operators, with potential for continued valuation improvement [4]