On August 27th, the AI computing power sector captured the market's attention, fueled by both policy initiatives and performance metrics. Shares of Cambricon, a prominent domestic computing power enterprise, momentarily surged, even surpassing the value of Kweichow Moutai. However, in the afternoon session, popular computing power stocks, including Cambricon and Sunway, collectively retreated, causing market enthusiasm to wane slightly. Fund managers maintain that despite the short-term fluctuations, AI computing power, serving as the 'shovel seller' of the AI industry, holds a robust long-term outlook. They foresee that future AI trends will expand into realms such as cloud computing, applications, and end-side devices. Investors are advised to monitor whether the computing power sector can sustain its high growth trajectory.
