Recently, leading domestic brokerage GTHT released a report stating that as AI and data center construction drive accelerated upgrades in the semiconductor industry, coupled with intensifying competition in new technologies and investments, AI demand remains robust, fueling momentum across the semiconductor supply chain. Consequently, GTHT maintains an overweight rating on the AI industry chain and recommends focusing on AI computing power, cloud providers, AI applications, and AI-driven social platforms.

From global tech stocks, GTHT has identified these 16 stocks with an overweight rating: 1) **AI Computing Power**: Recommended stocks include NVIDIA (NVDA.O), TSMC (TSM.N), ASML (ASML.O), Broadcom (AVGO.O), and Marvell (MRVL.O). 2) **Cloud Providers**: The top three North American cloud providers—Microsoft (MSFT.O), Amazon (AMZN.O), and Google (GOOGL.O)—are favored. 3) **AI Applications**: Beneficiaries in the AI Agent space include Apple (AAPL.O), Qualcomm (QCOM.O), Lenovo Group (0992.HK), and Xiaomi Group (1810.HK), while Tesla (TSLA.O) stands out in Physical AI. 4) **AI Social Platforms**: Social media giants Tencent Holdings (0700.HK), Meta (META.O), and Google (GOOGL.O) are recommended for their AI-driven growth potential.