Galaxy Securities: Artificial intelligence drives the further development of related enterprises in the telecommunications industry, optimistic about the high rise in hardware development.

Jin10 data reported on August 4th that a research report from Galaxy Securities states that artificial intelligence is driving the further development of companies related to the communication industry, with optimistic views on the high growth of hardware development. Combining supply and demand, Galaxy Securities believes that at the current point in time, the Computing Power zone is still in a rapid development cycle, and the investments from various companies in large models will continue to grow. Driven by the competition for traffic entry points and the vast potential of the application market, there will be no downward adjustment due to one dominant traffic entry point. As the most important demand side for its Computing Power foundation, demand will also become increasingly vigorous.