Smart money is proactively positioning in the upstream links of AI, with some basic materials becoming new favorites.

The transmission chain of AI computing power investment has extended to the upstream materials sector.
MLCC has become the third-largest cost item in AI server bill of materials, second only to GPUs and storage, as electronic fabric shifts from traditional insulating substrates to functional materials.
Wind data shows that as of yesterday, both the MLCC index and the glass fiber index have increased by over 100% this year, with some upstream material stocks rising by more than 200%.
In this AI-driven wave of material price increases, a group of public fund managers are investing upstream along the industry chain, proactively positioning in electronic fabric and MLCC concept sectors.
(China Securities Journal)
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