**[AI Market Analysis: The Key to Current Market Logic Lies in the Acceleration of AI Commercialization]** Odaily Planet Daily reports that AI investor qinbafrank posted on the X platform, stating that after Jensen Huang mentioned AI PCs, capital flowed into the PC and CPU industry chains; after mentioning AI Factories, funds poured into sectors like liquid cooling, high-voltage electricity, power distribution, and electricity. When he claimed that Marvell would become a trillion-dollar company, Marvell's stock surged 30% that day, with its market value increasing by several billion dollars from $200 billion. The investor noted that the market has become overly frenzied, and such parabolic rises in any asset are unsustainable. He emphasized that the cornerstone of the current market's supporting logic is that AI commercialization has reached an inflection point and is growing rapidly. The critical factor is whether the acceleration of AI commercialization slows down. As long as annualized revenue for large model manufacturers continues to grow and cloud businesses of major tech companies exceed expectations, the business logic remains intact. However, if the future performance of large model manufacturers falls short of expectations, the underlying narrative logic of the market will face issues, potentially leading to at least a mid-level correction, and the associated logic will need to be reset.