Focus on the two main investment lines of AI tokens and super nodes. #词元#Supernode#AIComputing Power#AIDC #AIchip#shareholders

Original author：高净值策略会

Original source：https://www.youtube.com/embed/ZhpNSrwda-c

This conference call with the team of Jiang Ying, chief executive of Open Source Securities Communications, focused on the two main investment lines of AI tokens and super nodes. The average daily number of word calls in my country has increased by more than a thousand times in two years, and has exceeded 140 trillion in March 2026. Demand from giants such as ByteDance has exploded. The core logic is that word = AI chip = AIDC, with focus on AIDC, liquid cooling, computing power rental, optical communications and other tracks. 2026 is the first year for the development of domestic super nodes, which will realize the upgrade of domestic computing power and drive increased demand in the entire industry chain such as switching chips and high-power power supplies. The team believes that external disturbances will not change the upward trend of the industry, and the sector correction is a high-quality opportunity to add positions.