On October 26, a research report released by CSC highlighted that both Cambricon and Hygon Information experienced revenue growth in the third quarter, accompanied by a sequential uptick in their gross profit margins. Concurrently, GPU rental prices have surged both domestically and on the global stage, signaling a continued boom in the computing power service sector. The synergy between versatile large-scale models and execution frameworks has significantly bolstered robot operational capabilities, prompting leading manufacturers to actively pursue capacity expansion. The evolution of high-caliber interactive data, simulation synthesis, and evaluation systems is anticipated to further fuel demand within the tangible AI industry. Moreover, the discovery of PHP vulnerabilities and the LiteLLM supply chain incident have underscored the criticality of vulnerability exploitation, credential management, and runtime safeguarding. Model enterprises are intensifying code verification and execution isolation measures to facilitate the deployment of AI security products. Therefore, it is prudent to direct attention towards areas such as tangible AI data and simulation, AI security, indigenous chips, super nodes, and computing power services.