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AI IPOs are creating wealth myths! Could the next explosive growth opportunity be in the AI industry chain?

Anthropic’s push for a $1.4 trillion valuation may prompt many investors to reassess the AI industry chain.
In the past, people focused on AI model companies. Then they started paying attention to GPUs. Now data centers, power, optical modules, storage, and networking equipment are gradually becoming market focal points as well.
The reason is simple: the more powerful AI models become, the more use cases they have, and the greater the demand for the infrastructure behind them may be.
This is a very long industry chain.
Model companies provide intelligence, chip companies provide computing power, cloud providers handle deployment, and power and data centers keep the whole system running.
Every link offers opportunities, but each also has its own competitive and valuation risks.
Anthropic’s IPO may further increase capital markets’ interest in the AI industry chain.
However, don’t automatically imagine a tenfold gain just because you see the letters AI.
Real opportunities require looking at orders, revenue, capacity utilization, and profit margins.
AI investing isn’t about handing out bonuses to every company with an AI label.
The next wave of industry opportunities belongs to companies that can truly generate cash flow from AI growth.$NAS100
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