Cathay Pacific Haitong Asset Management said a few days ago that the current valuation of the China Securities TMT Index has climbed to an all-time high, the potential risk of the sector as a whole is accumulating, and the current stage of investment operations requires more attention to risk prevention. As expectations for some popular tracks gradually fill up, future investment strategies should be more cautious, strictly weigh the risk-return ratio, and focus on exploring bottom-line assets with sufficient odds and structural opportunities catalyzed by cutting-edge technological innovation. With the sharp rise in the AI computing power industry chain in the early stages, the market's growth expectations for 2027 have gradually filled up. Further performance growth will be extremely dependent on sufficient AI commercialization revenue and continuous financing support, and long-term uncertainty is increasing. Therefore, in the future, position processing in the direction of computing power needs to be more careful, strictly control the risk-benefit ratio, and not blindly pursue higher positions.

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