Analysis
The AI industry is entering an exhilarating new phase where tangible profits and real-world performance are taking the spotlight! With a massive surge in demand for AI training and 推理, hardware pioneers like GPU and server manufacturers are experiencing phenomenal growth and delivering spectacular earnings. This dynamic shift highlights the incredible momentum of AI infrastructure, rewarding companies that are building the powerful foundations of our technological future.
Key Takeaways
- •AI hardware profits are booming, showing an incredible 85% year-over-year growth driven by massive demand for GPUs and optical modules.
- •Public funds are enthusiastically backing hardware, increasing their portfolio allocation from 42% to an impressive 68% in the first quarter of 2026.
- •The market is joyfully maturing, with a high 0.78 correlation between actual earnings and stock performance, proving that real innovation pays off.
Reference / Citation
View Original"Hardware companies, possessing real orders and profits, have become a safe haven for funds. CITIC Securities noted in a research report: 'After the liquidity inflection point is confirmed, AI investment must shift from valuation-driven to profit-driven, and the hardware segment, due to its highest earnings certainty, will become the preferred allocation direction for funds.'"