Core Viewpoint - A job posting by a former assistant to the secretary of the board at Haoli Technology has gained attention on social media, revealing insights into the company's operations and networking practices [1][3]. Group 1: Job Posting Insights - The individual claims to have a law background and was responsible for introducing company projects to institutions during meetings and social events, including IDC facilities and T3 travel projects [3]. - The assistant highlights three personal strengths: the ability to independently handle meetings, effective communication in high-frequency social settings, and a stable emotional response to management's time requirements [3]. Group 2: Networking and Communication - The assistant describes networking experiences, noting that initial introductions were facilitated by the secretary, but later, invitations to social events became more frequent from others [3]. - Specific details about social gatherings are shared, such as the typical format of eight-person dinners and the assistant's approach to engaging with attendees, including drinking etiquette and compliment exchanges [7]. Group 3: Internal Work and Future Aspirations - The assistant mentions assisting the secretary with basic project documentation and staying updated on financial concepts to engage in discussions during social events [7]. - Despite a six-month gap since leaving the company, the individual maintains external contacts and expresses a desire to continue in an assistant role while pursuing a secretary certification, prioritizing work over personal life [7].

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]