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CSC Financial: Computing Hardware in High Volatility Period, Awaiting Earnings Guidance to Land

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A research report from China Securities Co., Ltd. indicates that Meta has announced the sale of some excess computing power resources. The initial market reaction has been skewed negative, with concerns about whether this move signals a peak in AI computing demand or a downturn in industry momentum. However, judging from the industry’s supply-and-demand landscape, the medium- to long-term driving logic behind AI computing demand has not been harmed by Meta’s single action, and key links still continue to constrain the release of effective supply. Meta’s individual case should not be overinterpreted as a signal of an industry inflection point. As the earnings season approaches, investors should pay more attention to more representative industry indicators, such as order guidance from core suppliers like NVIDIA, cloud providers’ capital expenditure plans, and the commercialization progress of downstream applications. (People’s Financial News)
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