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As of March 10, close to 3,000 A-share listed companies have released their 2025 performance forecasts or brief reports. Notably, over 50% of the companies within the AI computing power industry chain are projecting positive outcomes, a figure that significantly outpaces the overall market. According to a reporter's inquiry, the remarkable performance growth observed in upstream core device companies can be attributed to the ongoing investments in AI infrastructure by global tech behemoths. Leading domestic manufacturers of optical modules and PCBs are key suppliers of essential components to these overseas tech giants. Industry experts opine that bolstering computing power can amplify model capabilities, prompting tech giants to ramp up their investments to gain a strategic edge in the fiercely competitive AI sector.
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