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TF Securities: Unveiling the Winning Strategy of AI Sectors in Today's Market Landscape
2 week ago /
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Author：小编
TF Securities' analysis highlights that within the current market dynamics, select AI sectors are demonstrating a remarkable success rate in investments. Prominent AI players, particularly internet platform enterprises, are spearheading the industry's evolution. Structurally, AI investments encompass three key segments: upstream hardware infrastructure (encompassing chips, IT equipment, AI connectivity, storage, and servers), midstream middleware (comprising cloud computing and IDC operators), and downstream AI applications (spanning vertical application models tailored for both consumers and enterprises). Investors are advised to prioritize firms with promising revenue growth prospects.
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