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2025-07-28 16:33:28
[New trend in AI investment? After chips, the next "gold digging" hotspot emerges! ] ⑴ Saxo Bank's chief investment strategist believes that investors' focus on AI investment may be changing. ⑵ The market's attention is shifting from front-end AI models to the broader AI deployment link. ⑶ Trump's "Artificial Intelligence Action Plan" also confirms this trend, indicating that the policy focus is shifting from AI innovation to capacity construction. ⑷ Strategists emphasize that the core focus of the current AI value chain is concentrated in areas such as "chips, computing power, electricity, cloud computing and network security". ⑸ Particularly noteworthy is the network security and software level. ⑹ This field not only has "sustainable recurring income potential", but will also benefit from government procurement spending. ⑺ In addition, as AI applications become more popular, the demand for security will surge, which will also bring continued growth momentum to this sector. ⑻ This shift means that investors are seeking more diversified and long-term investment opportunities in the AI ecosystem. ⑼ The market's focus is shifting from "making AI" to "using AI".
