Data sourced from Tonghuashun iFinD reveals that, as of August 25, a cumulative total of 463 A-share companies have been the subject of institutional research visits throughout August. In terms of the distribution across industries, the electronics, pharmaceutical biology, and mechanical equipment sectors have garnered comparatively significant attention. Specifically, 72, 59, and 48 companies within these sectors have been visited by researchers, respectively, collectively representing nearly 40% of the total number of companies visited. Notably, institutions have directed their focus towards the upstream and downstream segments of the AI industry chain, encompassing areas such as PCBs (Printed Circuit Boards), optical modules, semiconductors, and data centers.