Gelonhui May 25 丨 Great Wall Securities Research Report on the 24th pointed out that when OpenAI releases the official iOS mobile app version of ChatGPT, the AI big model+mobile app may become the main model. Edge computing power will support powerful AI computing capabilities and accelerate the implementation of AI models on mobile devices. Targets related to the edge computing and computing power chip industries will continue to be optimistic, and demand for edge computing power will continue to grow, accelerating the implementation of AI applications. The development of robots is “hardware first”. It is recommended to focus on developments in segments such as controllers, sensors, and terminal actuators that are expected to fully benefit from policy support and industrial development trends. Recommended targets: operator: China Unicom; main equipment vendors: Inspur Information, Ziguang Co., Ltd., Starnet Ruijie; Optical modules: Xinyisheng, Huagong Technology, Cambridge Technology, Bochuang Technology; Optical devices: Taichenguang; Computing infrastructure: Zhongke Shuguang; IDC: Runjian Co., Ltd., Invik, Jialitu, Shenling Environment, Data Port; PCB: Xingsen Technology; Industrial Internet: IFF, Sanwang Communications.