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Serenity: Meta's sale of some idle computing power sends a positive signal, but the market may misinterpret the related statement.

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Mars Finance News, July 2 – Serenity forwarded Wells Fargo's view stating that Meta's plan to sell some of its idle AI computing power reflects that AI infrastructure demand and unit economics remain strong, rather than a slowdown in demand. Wells Fargo expects that this move will not lead Meta to cut capital expenditures, nor does it mean an overall decline in computing power demand. Regarding the AI Neocloud (AI cloud computing service provider) sector, Wells Fargo believes that Meta's move further validates the massive opportunity in the AI infrastructure market, while also highlighting industry merger and acquisition opportunities. Serenity stated that it agrees with Wells Fargo's view and believes that the market previously misinterpreted Meta's remarks about "idle computing power."
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