A certain cloud giant has just released its next-generation AI training chip, Trainium3, claiming it's cheaper and more efficient than Nvidia's cards. The AI computing power battle is getting increasingly intense.

The domestic AI tech sector has taken quite a hit recently, but today’s market is interesting, with the computing power concept starting to rebound. I took advantage of the adjustment and added another 10,000 yuan to my digital economy-themed fund—consider it a left-side allocation. In the long run, AI infrastructure remains a solid demand, so the current valuation pullback is actually an opportunity.

Computing power is the new era’s oil—this logic hasn’t changed. Short-term fluctuations don’t alter the long-term trend. Hold patiently and wait for the wind to come.