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Kaiyuan Securities: Overseas AI Computing Power Industry Chain Poised for Valuation Uplift
2 week ago /
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Author：小编
Alphabet's financial report highlights a substantial boost to Google Cloud's business from AI, with the company forecasting a further escalation in capital expenditures by 2026. This signals that AI giants may be embarking on a phase of substantial investment in AI computing power and applications, with overseas leaders accelerating their capital outlays. Additionally, AI Agents are undergoing gradual enhancements. Consequently, it is imperative to prioritize the core investment avenues within the AIDC computing power industry chain and explore the investment potential across various sub-sectors.
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