Open source securities research reports indicate that with the continuous iteration of computing power chips, the marginal cost of computing power continues to improve, which helps the continuous growth of AI cluster scale. AIGC is expected to accelerate its development, and it is recommended to pay continuous attention to investment opportunities in the AI computing industry. Stocks such as Zhongji Innolight, Shenzhen Envicool Technology, and Suzhou TFC Optical Communication may be worth watching.
开源证券：持续关注AI算力产业投资机会
Open Source Securities: Continue to focus on investment opportunities in the AI computing industry.
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