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2025-09-15 15:31:55
TF Securities: Firmly Optimistic About Investment Opportunities in the AI Industry Chain. TF Securities released a research report stating that the overseas computing power industry chain remains highly prosperous, unaffected by the DeepSeek and trade frictions. Instead, the fundamentals of related industries are resonating more strongly, and TF Securities remains optimistic about investment opportunities in the overseas computing power industry chain. TF Securities firmly favors the AI industry as the main investment theme for the year. Domestically, with the subsequent developments in DeepSeek R2/V4, as well as related progress in agent and multimodality areas, TF Securities remains optimistic about the continued high prosperity of the AI industry and the surrounding AIDC industry chain. TF Securities is optimistic that 2025 will be the first year of the domestic AI infrastructure race and the year of fruitful application development. Both China and the United States are making continuous progress in AI, with continued advancements in inference. TF Securities recommends continuing to monitor AI industry trends and investment opportunities in AI applications. Furthermore, the Government Work Report included "deep-sea technology" for the first time. TF Securities sees a clear trend of continuous improvement starting in 2025 and is actively monitoring leading companies in the TF Securities submarine cable industry chain. In the medium and long term, we recommend that you continue to pay attention to the investment opportunities of the core targets of "AI + going overseas + satellite": the core directions of overseas AI such as optical modules & optical devices, liquid cooling and other fields are worthy of attention and continue to be recommended as core targets; in addition, we recommend paying close attention to the core targets of domestic computing power lines such as domestic servers, switches, AIDC, liquid cooling and other directions. The domestic offshore wind industry is recovering rapidly, and there are good opportunities for going overseas. We should actively grasp the changes in the industry and recommend the leading submarine cable manufacturers as core targets. We have recently seen the dynamic progress of the domestic satellite Internet industry and are optimistic about the subsequent industry being driven by catalysis.
