Golden Eagle Fund: "Power shortage" logic continues to ferment, clear expectations of prosperity improvement in power grid equipment and other related aspects.

Jinyin Fund stated that the overseas grid expansion demand and the construction of computing power infrastructure have caused the "power shortage" logic to continue to ferment, which has brought clear expectations of prosperity to related links such as grid equipment. With the ongoing expansion of the demand for computing power in artificial intelligence, as well as the continuous upward trend in the price of storage chips, the storage industry chain still has solid prosperity support. In addition, under the joint catalysis of domestic energy security strategy and policy expectations, industries such as computing power collaboration and green electricity in the related industry chain are also worthy of attention.