Galaxy Securities suggests focusing on the upstream computing power infrastructure sector within the AI industry. The firm notes a significant divergence in the AI sector during April, with hardware outperforming software and applications. This trend is driven by strong performance in domestic computing power supply chains, which have exceeded expectations, attracting investor interest. AI
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IMPACT Investors are advised to consider upstream computing power infrastructure, particularly domestic supply chains, due to strong performance and investor preference.
RANK_REASON The article is an analysis and recommendation from a securities firm regarding investment in the AI sector, rather than a direct announcement of a new development.