Nvidia changes leadership—are A-share AI stocks in for a rough ride? Not so fast: these industry-chain opportunities may be even bigger!

Nvidia, listed in the U.S., has suddenly changed leadership. Will A-share AI stocks suffer as a result?
This is probably the first question on many investors’ minds when they open their trading apps.
After all, many A-share companies in the AI industry chain have been influenced to varying degrees by Nvidia’s ecosystem over the past few years. From servers, PCBs and optical modules to liquid cooling, power supplies and semiconductor equipment, AI computing power has already spawned a massive industry chain.
But it’s worth noting that a drop in Nvidia’s share price doesn’t mean all AI-related companies will fall in tandem.
If AI data center construction continues to expand, demand for related hardware could continue to grow. Conversely, if global tech giants cut capital expenditures, it will be difficult for companies across the industry chain to escape the impact.
So what investors should really focus on is whether companies have genuine orders, whether revenue growth can materialize, and whether profit margins can continue to improve.
Concepts may make a good story, but orders are the real hard currency.
Nvidia’s leadership change may prompt investors to reassess the value of the AI industry chain. Companies with genuine technological barriers and earnings support may actually show their long-term competitiveness after a market correction.
Don’t rush in just because you see the letters “AI,” and don’t delete the entire AI industry with one click just because Nvidia has fallen. #每周来晒 and #黄仁勋辞职