Recently, events such as NVIDIA's GTC Berlin Conference and Tesla's Q3 earnings call were held concurrently, bringing multiple positive impacts to the A-share AI industry chain. Wind data shows that since October 19, the Wind Artificial Intelligence Concept Index has accumulated a gain of over 2%. Analysts point out that NVIDIA's system-level Layout (layout) in AI factories and physical AI, along with Tesla's progress in commercializing Robotaxi and humanoid robots, are strengthening the AI industry logic from both computing infrastructure and scenario application perspectives. Affected by this, supporting sectors in the A-share market such as liquid cooling, high-speed interconnects, and robot actuators are expected to achieve event-driven growth. However, whether this round of market enthusiasm can shift from event-driven to fundamental-driven still depends on order visibility and scenario realization progress.