Recently, AI edge applications have regained market prominence, fueled by a confluence of factors including policy shifts and performance improvements. According to Wind data, the Wind AI Concept Index has surged by 13.44% since April 8th. Analysts observe that the rising popularity of DeepSeek is steering the large model industry towards open-source practices and cost reduction, a trend anticipated to significantly speed up the commercialization of AI applications. As terminal chip computing power intensifies and lightweight models become more optimized, AI edge computing is transitioning seamlessly from a mere technological concept to widespread application, capturing substantial interest in investment opportunities across related industrial chains.