According to the research report released by CSC Securities, despite the notable fluctuations witnessed in the computing power sector lately, these adjustments actually pave the way for opportunities, and the AI industry chain continues to hold immense promise. When it comes to AI applications, OpenAI's Sora 2 has demonstrated a marked improvement in performance. The Sora App has sustained its widespread popularity, while Meta Ray-Ban Display has been flying off the shelves in offline stores. In the realm of AI computing power, OpenAI has inked a strategic 6GW agreement with AMD, indicating that investors should keep a close eye on companies within AMD's supply chain. From applications to hardware, these advancements underscore the robust demand for AI computing power and the enduring nature of capital expenditures in this field. The AI computing power sector is on an overall upward trajectory, with individual stocks throughout the industry chain generally offering opportunities and significant potential for market capitalization expansion.