According to a research report published by J.P. Morgan Chase, purchasing computing power is still a very healthy business in terms of the current economic benefits of AI. Despite concerns raised by the open source model, this trend may continue as AI model technology accelerates. AI security concerns are only short-term twists and turns. It is unlikely that training of cutting-edge AI models will slow down, and the speed of its evolution will open up new potential markets. Finally, financing is still a major concern in the market, but the acceleration of operating cash flow growth and bond and equity financing will provide sufficient space for capital expenditure over the next two years. The bank continued that the overall technology and hardware ecosystem remains healthy, with stable earnings per share and attractive valuations. Although market sentiment is currently weak, there are no signs that capital expenditure is about to decline. Preferred stocks for Asian technology include TSMC, Sun Moon Light, ASMPT, Tokyo Weili Technology Innovation, Edwin Test, etc.

According to a research report published by J.P. Morgan Chase, purchasing computing power is still a very healthy business in terms of the current economic benefits of AI. Despite concerns raised by the open source model, this trend may continue as AI model technology accelerates. AI security concerns are only short-term twists and turns. It is unlikely that training of cutting-edge AI models will slow down, and the speed of its evolution will open up new potential markets. Finally, financing is still a major concern in the market, but the acceleration of operating cash flow growth and bond and equity financing will provide sufficient space for capital expenditure over the next two years. The bank continued that the overall technology and hardware ecosystem remains healthy, with stable earnings per share and attractive valuations. Although market sentiment is currently weak, there are no signs that capital expenditure is about to decline. Preferred stocks for Asian technology include TSMC, Sun Moon Light, ASMPT, Tokyo Weili Technology Innovation, Edwin Test, etc.