Golden Sachs: Reiterates Positive View on Related Investment Opportunities in the Computing Power Industry Chain
AI Fast News, Golden Sachs\' research report indicates that after the \"DeepSeek Innovation Heat\", we see major model manufacturers around the world rapidly pushing out more powerful products onto th
AI Fast News, Golden Sachs' research report indicates that after the "DeepSeek Innovation Heat", we see major model manufacturers around the world rapidly pushing out more powerful products onto the market in 2Q25; on the user side, the accelerated consumption of tokens also drives continuous growth in computing power demand. In 3Q25, with the highly anticipated GPT-5 making its debut, we believe that leading global large models are likely to enter a concentrated release period, thereby stirring up market sentiment and stepping into a new focal point. We once again reiterate our positive view on related investment opportunities in the computing power industry chain.
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