Chinese A-share companies are issuing risk warnings and clarifying business boundaries in response to speculative trading in hot concepts like AI servers, optical modules, and humanoid robots. Experts advise investors to watch for companies lacking core technology, scaled orders, or cash flow to avoid falling into speculative traps. The market is expected to shift from narrative-driven valuations to performance verification, favoring companies with technological barriers and order conversion capabilities. Additionally, advancements in AI computing power are driving data center power supply systems towards high-voltage architectures, with SiC and GaN semiconductor devices poised to benefit from this upgrade. AI
IMPACT Investor caution is advised regarding AI-related stock speculation, while data center infrastructure is evolving to support increasing AI computing demands.
RANK_REASON The article discusses market speculation and risk warnings related to AI concepts, as well as technological trends in data centers, rather than a specific new release or event.
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