According to a research report from CITIC Securities, overseas cloud providers' capital expenditures on artificial intelligence (AI) are projected to experience substantial year-on-year growth in 2026. With the ever-increasing demand for computing power and performance, there is a robust need for materials related to servers. This trend is expected to drive up both the volume and price of these materials, sustaining high growth in the market space. Amidst the thriving cloud computing sector, application areas such as smart terminals and low-orbit satellites are set to continue their development, further bolstering long-term demand. High-frequency and high-speed resin materials stand out as one of the key materials for servers. Resin companies that possess first-mover advantages and the ability to iterate technologically are poised to benefit from the evolution of high-end AI hardware. We recommend leading companies in the high-frequency and high-speed resin sector.