Ping An Securities research report pointed out that the competition of large-scale models worldwide is still intense. Bullish on the investment opportunities of the AI theme under the driving force of policies, markets, and technology. It is recommended to focus on: 1) computing power, focus on Inspur Electronic Information Industry Co., Ltd., Cambricon Technologies Corporation Limited, etc.; 2) algorithm, focus on iFlytek Co., Ltd., etc.; 3) application scenarios, focus on Thunder Software Technology Co., Ltd., Hundsun Technologies Inc.,etc.; 4) cybersecurity, focus on Venustech Group Inc., etc.
平安证券：看好AI主题的投资机会 关注四个方向
Ping An Securities: bullish on investment opportunities in the AI theme, focusing on four directions.
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