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In a research report, CITIC Construction Investment highlighted that the Qianwen App has now been seamlessly woven into the fabric of Alibaba's ecosystem business. Meanwhile, TSMC's most recent financial results revealed that key metrics such as revenue and net profit have surpassed market forecasts. TSMC's substantial capital expenditure forecasts are seen as a crucial bellwether for the computing power sector, hinting at a sustained and robust growth trajectory for computing power demand through to 2027. Consequently, from the vantage point of the communications industry, CITIC Construction Investment remains enthusiastic about sectors closely tied to computing power, including optical modules, liquid cooling solutions, and fiber optic cables.
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