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A research report released by CITIC Construction Investment highlights that the computing power industry, driven by AI, is experiencing robust demand and sustained prosperity. While the sector may face short-term volatility or even undergo adjustments—triggered by factors such as market fluctuations, tariff concerns, chip distribution dynamics, and valuation shifts—the overall outlook remains highly favorable. From a medium- to long-term perspective, it is advisable to focus on industry-leading companies. The collaboration between OpenAI and Broadcom to develop custom AI chips, coupled with the Ministry of Industry and Information Technology's launch of a targeted initiative for "millisecond-level computing" in metropolitan areas, further underscores the strategic significance of the computing power industry.
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