There is a sharp contrast between the acceleration of the industry and the sharp fluctuations in the market. Recently, Liu Xi, chief analyst of the computer industry at Guohai Securities, said in an exclusive interview with reporters that 2026 is the first year of domestic AI chip deployment based on the domestic supply chain, and the compound annual growth rate of the domestic supernode market is expected to reach 341% from 2025 to 2028. The current correction in the technology sector is more a release of short-term transaction-level factors. The long-term logic of the supernode industry has not fundamentally changed, and the pullback may just provide investors with a window to seize structural opportunities.

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