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The domestic demand for computing power and AI chips is surging, signaling immense market potential. Numerous companies are poised for performance growth by 2025, as the AI chip industry thrives under the combined influence of technological advancements and robust market demand. According to statistics from Shujubao, among AI chip concept stocks, based on performance express reports and the lower bound of forecasts (or announced figures if no lower bound is specified), eight companies are projected to experience a year-on-year increase in net profit attributable to parent company shareholders in 2025. Companies like AMEC and Raytronics are at the forefront of this growth. Regarding funding, as of the market close on February 13, a total of 12 AI chip concept stocks have witnessed net financing purchases exceeding RMB 100 million since January.
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