Huatai Securities' research report highlights that the AI technology chain sector's fundamentals continue to demonstrate a robust growth trajectory. Notably, the fiberglass electronic fabric and cleanroom sectors are reaping the benefits, thanks to concurrent increases in both volume and pricing. Although there has been a broad-based stock price correction exceeding 30% since July for companies engaged in AI technology chain new materials, such as electronic fabrics, the cumulative gains since 2026 still underscore a high-performance growth trend. The WAIC exhibition displayed the cutting-edge progress in domestic computing power and large-scale models, anticipated to serve as a major catalyst for the development of domestic PCBs and their upstream materials. Over the medium to long term, sectors like fiberglass and cleanrooms are poised for continued growth, and it's also crucial to keep an eye on the groundbreaking advancements in glass substrates, transitioning from a nascent stage to a more established one.