The research report issued by CITIC Construction Investment highlights that Meta's announcement regarding the sale of a portion of its surplus computing power resources initially triggered negative market responses. Market participants raised concerns, questioning whether this development indicated that the demand for AI computing power had reached its zenith or if the industry was experiencing a downturn. Nevertheless, a thorough examination of the industry's supply and demand dynamics reveals that Meta's move does not alter the medium- to long-term growth trajectory of AI computing power demand. Crucial segments within the industry continue to impede the release of effective supply. Hence, it is inadvisable to overinterpret Meta's actions as a turning point for the entire industry. As the financial reporting season draws near, investors are advised to pay closer attention to key industry indicators. These include order trends from core suppliers such as NVIDIA, capital expenditure plans outlined by cloud service providers, and the progress of commercialization in downstream applications.