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TF Securities' most recent research report highlights that, despite recent fluctuations in the market, the firm retains a strong sense of optimism concerning the investment potential of core sectors within the computing power industry chain. The overseas segment of this industry chain continues to demonstrate significant growth momentum, as evidenced by financial reports from relevant companies that underscore robust demand for AI technologies and a pronounced positive impact on the fundamental aspects of the industry chain. Consequently, TF Securities upholds a favorable stance on investment opportunities within the overseas computing power industry chain. Over the medium to long term, the recommendation is to concentrate on investment prospects in the core sectors characterized by the synergy of 'AI Integration + Overseas Market Expansion + Satellite Technology'.
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