Currently, the AI industry chain presents three major investment opportunities worth paying attention to.

First is the storage chip sector. Industry forecasts suggest that memory prices will see a 50-60% increase in the first quarter of next year. Market participants have already sensed the risk and are starting to buy the dip and stockpile before prices rise. This wave of FOMO is quite intense. The bottleneck in storage capacity is becoming a critical choke point upstream in the industry chain.

Second is the deeper constraint of energy supply. The current mainstream AI computing power support solutions are focused on two major energy routes: one is large-scale solar energy application, and the other is the commercialization of nuclear power. These two pathways are becoming the core energy solutions for AI model training and data center operations, and they are also the focus of future infrastructure competition. Optimizing energy costs will directly determine which participants can gain a cost advantage in this AI wave.