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In response to the market's focus on whether AI can continue the main line, Wang Weiguang believes that the AI industry narrative is not over yet, but the market will move from an overall rise to a “midfield recuperation”, and the focus of investment will shift from computing power investment to return verification, and may focus on physical AI, end-side AI, AI applications, and electricity.

Zhitongcaijing·11/05/2026 10:25:04
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In response to the market's focus on whether AI can continue the main line, Wang Weiguang believes that the AI industry narrative is not over yet, but the market will move from an overall rise to a “midfield recuperation”, and the focus of investment will shift from computing power investment to return verification, and may focus on physical AI, end-side AI, AI applications, and electricity.