China Galaxy Securities: It is recommended to pay attention to domestic NV chain related enterprises

China Galaxy Securities stated that the demand for overseas tokens continues to grow, and AI computing power and applications are achieving a positive cycle. It is recommended to pay attention to domestic NV chain related enterprises; ByteDance has established a relative advantage in the AI application ecosystem, and it is recommended to pay attention to ByteDance's ecosystem partners; The business model of AI agents is shifting from "providing tools" to "delivering value", and the investment opportunities for know how card companies in the corresponding vertical industries are relatively increasing. It is recommended to focus on leading vertical card SAAS enterprises in the field of AI agents.