A research report released by CSC Securities highlights that the computing power sector has exhibited fluctuating trends as of late. The primary reasons for this include, firstly, market discrepancies regarding the demand outlook for 2027, and secondly, significant investment positioning within the sector. CSC Securities is of the opinion that these adjustments pave the way for promising investment opportunities. Presently, the ongoing evolution of AI large models is fueling robust demand for computing power. In the medium term, it remains prudent to maintain a keen eye on the AI sector. CSC Securities advocates for a focus on the AI computing power sector, encompassing key players in both the North American and domestic computing power industry chains. It also advises paying close attention to the AI application sector, with a particular emphasis on the advancement of end-side AI Agents. Furthermore, CSC Securities recommends monitoring the submarine cable and fiber optic cable sectors, which are poised for potential marginal improvements in the near future. Additionally, it suggests keeping a watchful eye on the military communications and commercial aerospace sectors, along with the quantum technology sector, which is currently being vigorously pursued by major industry players both domestically and globally.