Fannie Mae, June 7 (Xinhua)-- Citic Construction Investment News pointed out that recently, driven by demand from large model companies, Nvidia's data center business exceeded expectations in the first quarter and upstream computing demand exceeded expectations. In addition, Microsoft recently combined Copilot with Windows system, ChatGPT released mobile version, AI application penetration and mobile trend is obvious. We believe that the strong demand for upstream computing power and the rapid development of the stack industry will directly drive the application of AI. The media sector has returned to low valuation again. Taking a broad view of AI subdivision applications, we believe that we should pay attention to the following sectors of investment opportunities: games (fast landing speed and sound fundamentals), publishing (high dividends in defense and AI+ education in attack), as well as the literature and travel performing arts sector catalyzed by Apple MR.