Coin World News: Guotai Haitong Asset Management said recently that the valuation of the CSI TMT Index has risen to a historical high, and overall potential risks in the sector are building up. Investment operations should pay even more attention to risk prevention. As expectations for some popular tracks gradually become fully priced in, future investment strategies should be more prudent, focusing on bottom assets with sufficient payout odds and structural opportunities catalyzed by frontier technological innovation. With the AI computing power industry chain having surged significantly earlier, market growth expectations for 2027 have gradually been fully priced in; subsequent profit growth will depend heavily on adequate AI commercialization revenue being realized and continued financing support, while uncertainty over the longer term is continually increasing. Therefore, in the future, positioning related to computing power should be handled more cautiously, with strict control of the risk-reward ratio and no chasing of rising prices blindly.

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ShibaPhilosopher
· 2h ago
Finally, someone has come out to talk about risks. When it was rising, everyone shouted to go all in—now it’s time to calm down and take a look at bottom assets.
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StopLossSamurai
· 2h ago
Guotai Haitong’s view is quite sound. Chasing the price higher right now really isn’t worth it; it’s better to wait for a pullback and build some base positions.
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HODL_Diary
· 2h ago
Although the valuation is high, the technical trend is there—there’s still a chance to find a specific sub-sector with higher odds; don’t just dismiss it out of hand.
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SafeFundOfficer
· 2h ago
Will AI computing power expectations be filled through 2027? To be honest, that’s a bit exaggerated—can it really deliver that much? Be careful not to inflate the bubble too much.
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