According to Jiemian News, Chen Junjie, Harvest Global Industry Upgrade Fund Manager of Harvest Fund, talked about A-shares and said that industries related to ChatGPT that may bring about changes also have stocks rising, such as computing power, applications, and connections. For example, artificial intelligence companies and media game companies in the vertical field that have extended the implementation of AI have benefited. He concluded that both A-shares and U.S. stocks have gradually converged to companies that really benefited from the previous cycle and companies with certain performance, such as chip manufacturing-related companies. With AI bringing from hardware to applications or various vertical applications, the main line of a series of upstream, midstream, and downstream links that AI can drive will gradually become clear. Mao Zheng added that both A-share and U.S. core chip companies started their large-scale upward movement at the beginning of this year. Investment in U.S. stocks will focus more on core AI companies, core companies that can truly participate in the AI chain, such as Nvidia , Oracle etc. On the other hand, A-shares are more inclined to let a hundred flowers bloom, from the initial AI server and computing power chip to the connected optical module, and even some upstream optical products.