On November 12, CSC Securities unveiled its investment strategy outlook for artificial intelligence in 2026. It suggests that when investing in the computing power sector, one should zero in on aspects such as the assured leadership of top-tier companies, new technological advancements, the swift localization of industrial clusters, and order overflows. Special attention should be paid to the domains of thermal management, printed circuit boards (PCBs), power supplies, and power distribution. In the medium term, the shift of orders towards domestic chips is an unavoidable trend. Domestic chips are steadily progressing into the stage of mass production and delivery, with expectations of a substantial rise in market concentration. It's advisable to focus on chip manufacturers that have significantly boosted their market share among cloud service providers. Furthermore, companies like OpenAI have expedited the commercialization of their applications this year, witnessing a swift surge in revenues. Investment opportunities arising from AI's empowerment and transformation across diverse industries warrant close scrutiny.