The revelation of emerging market profits exceeding expectations for the first time in four years: The AI super bull market has expanded from the GPU myth to full-stack AI computing power dominated by the "AI factory".

According to the Zhitong Financial APP, the latest statistical data shows that the overall profit data of emerging market companies has exceeded analyst expectations for the first time in four years, giving investors a new and incredibly solid reason to believe that the "emerging market super bull market" dominated by AI computing power infrastructure investments has just begun, and is increasingly highlighting the global investment frenzy surrounding AI computing power. "Is spreading from the narrative of single-point AI chips to redefining the full-stack AI computing power infrastructure layer that includes CPU+HBM/DRAM/NAND storage chips+optical interconnects for high-speed connection systems in data centers." At the same time, recent studies released by Wall Street financial giants such as Goldman Sachs, Morgan Stanley, and JPMorgan Chase all show that the global stock market bull market dominated by the AI computing power industry is far from over.