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The research report of CSC Securities pointed out that the volatility in the computing power sector has intensified recently. Looking back at the computing power sector since 2023, it is common to see adjustments after the release of third-quarter reports. Given the sustained strong demand for computing power driven by AI, CSC Securities believes that the current adjustment presents an opportunity. Currently, the world is undergoing an AI industrial revolution, whose impact is comparable to that of the Industrial Revolution. It cannot be simply compared to recent trends such as cloud computing and new energy, and must be viewed from a longer-term and more macro perspective. Therefore, CSC Securities maintains an optimistic outlook on the demand for computing power and application prospects driven by AI.
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