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On October 18, CITIC Securities issued a research report, indicating that the scale and length of the correction in key AI stocks have reached a point comparable to the adjustment experienced by core new energy stocks from late 2021 through April 2022. The initial phase of hardware valuation adjustments, amidst a downward revision of the second-order derivative of growth within the super industry cycle, is approaching its conclusion. Nevertheless, for long-term investors concentrating on the 'first-order derivative' of AI growth, the present correction does not significantly deviate from the prevailing trend. Memory prices, computing card rental costs, and CSP profit margins stand as pivotal indicators mirroring the trajectory of the 'first-order derivative'.
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