Sector rotation, the market will shift again from the photoelectric sector to the AI sector.

Recently, many people are still immersed in the dividends of the photovoltaics sector, seeing it as a safe haven. But honestly, money is now surging like a tide into the deep waters of AI.

Why do I say that? The logic is actually very simple, just two points:

First, photovoltaics is already an "open hand" with a visible ceiling.

People chased photovoltaics before because it was the "water seller" for AI infrastructure, a necessity. But now, the logic of the photovoltaics sector has shifted from "explosive growth" to "stable stock," even becoming somewhat saturated. What does market capital value most? Growth potential. Photovoltaics is the foundation, but AI is the main structure that will grow into a skyscraper. The focus is no longer on "how to pave the road" but "how to build the building."

Second, the most critical signal has arrived—money.

Look at the Fed's actions now. They say it's to stabilize the economy, but at its core, it's essentially "easing" for this wave of AI technological upgrade. The current global macro environment is about continuously channeling money into the AI field. Why? Because this concerns who will have more say in the next decade. So, as long as AI still needs upgrades, computing power, and implementation, the Fed's printing press won't stop. This capital will eventually flow into the most core AI assets through various channels.

How to view the upcoming layout?

Stop clinging to the past. The upcoming market will no longer compete on who can provide more components, but on who can truly utilize AI, make the models work, and reduce costs. Those who stubbornly stick to the old logic will most likely miss this biggest wave of dividends.

In a word, it's much smarter to follow the path of capital than to toil away in isolation. This current trend is just beginning to blow into the depths of AI. While most people haven't caught on yet, adjusting your portfolio is the top priority now.