机器翻译：Recently, leading AI concept stocks such as Nvidia and Microsoft in the US market have accelerated their rise, with their stock prices hitting new highs one after another. At the same time, the AI sector in the A-share market has also become active again after undergoing a period of adjustment. Many institutions believe that the current market is at the beginning of a new industrial cycle, and as computing power strengthens and new models are introduced, more application scenarios will emerge one after another. The strong performance of US technology stocks in this round will bring good growth expectations for China's technology sector, and the upward trend of the valuation of the technology sector may be difficult to reverse. (Shanghai Securities News)