Lately, a nuanced transformation in market sentiment has been observed concerning the consistently high-flying artificial intelligence (AI) sector, with the 'bubble theory' beginning to surface within the industry. In light of this, reporters recently conducted interviews with several chief analysts from prominent securities firms. These analysts generally concur that the AI industry is still a long way from reaching a state of widespread bubble. The investments made by tech behemoths are predominantly underpinned by their robust profitability, and the commercialization trajectory of large-scale models is gathering pace.

The actual predicament at present stems from a scarcity, rather than an excess, of computing power. The limited availability of upstream hardware, the ecosystem-driven and differentiated evolution of midstream models, and the commercial closed-loop systems of downstream applications are collectively bolstering the enduring viability of the AI economy. For investors, holding onto optimistic outlooks and making strategic, structured allocations in niche sectors are anticipated to deliver substantial long-term gains amidst this technological dividend cycle.