Recently, fluctuations in the technology sector represented by AI have increased, and market opinions are clearly divided. However, with the news of Changxin Technology's listing, technology stocks have once again become a hot topic in the market, and the way institutions invest in technology stocks has also changed. The reporter learned in an interview that the current market is beginning to re-evaluate the profit distribution pattern within the AI industry chain. Compared to previous transactions around computing power demand and industry penetration rate, when capital expenditure is realized, future market attention will focus on core factors such as who can take the lead in obtaining industrial profits by leveraging supply constraints, technical barriers, and capital expenditure advantages. In addition, agency sources said that in the new AI narrative, the semiconductor equipment industry is ushering in two new performance lines of “price rise+going overseas.”

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