#AI股持续上涨还有哪些投资机会
• Optical modules: 800G and 1.6T high-speed optical modules. A must-have for AI server interconnect; the expansion of global computing power directly drives demand
• Server support: liquid cooling heat dissipation, high-speed PCBs, connectors, power supplies, and MLCC capacitors. The significantly increased power consumption in AI data centers brings incremental growth
• Chips and storage: AI compute chips, HBM high-bandwidth memory, advanced packaging. Indigenous compute chip self-reliance to replace imports is a long-term main storyline
• Computing power operations: intelligent computing centers and computing power leasing. Model vendors continue to purchase computing resources
• Optical modules: 800G and 1.6T high-speed optical modules. A must-have for AI server interconnect; the expansion of global computing power directly drives demand
• Server support: liquid cooling heat dissipation, high-speed PCBs, connectors, power supplies, and MLCC capacitors. The significantly increased power consumption in AI data centers brings incremental growth
• Chips and storage: AI compute chips, HBM high-bandwidth memory, advanced packaging. Indigenous compute chip self-reliance to replace imports is a long-term main storyline
• Computing power operations: intelligent computing centers and computing power leasing. Model vendors continue to purchase computing resources