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According to the most recent research report from CSI Securities, while the AI computing power sector has seen some recent volatility, these market corrections actually present attractive investment opportunities. The report maintains a positive stance on the AI computing power sector, highlighting key players across the computing power industry chain in both North America and China. It also advises investors to closely monitor the AI application sector, with a particular focus on the evolution of end-side AI Agents. Furthermore, the report suggests staying attuned to sectors that are poised for incremental growth, such as submarine and optical fiber cables, military communications, commercial aerospace, and quantum technology, as these areas may offer promising prospects.
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