CoinWorld News reports that Galaxy Securities believes that in April, the artificial intelligence sector still shows a severe structural divergence within the sector, with an overall pattern of strong hardware and weak software and applications. In the short term, the impact of geopolitical conflicts and the oil-price benchmark remaining at a high level continues to weaken, but affected by the earnings season, upstream computing infrastructure—especially domestically produced computing power—delivered performance far exceeding expectations, and capital is also showing even greater preference for sectors and companies with stronger performance certainty and higher expectations. In the short term, this structural divergence is still ongoing, so it is recommended to focus on upstream computing infrastructure with higher levels of industry momentum, especially the domestic computing power industry chain.

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