["'Lobster' Craze Hits: Public Funds Analyze AI Industry Investment Opportunities"] Several public fund institutions believe that as domestic tech companies rapidly follow up on "lobster" products and create a wave of enthusiasm, Agent (intelligent agent) applications are gradually being integrated into real-world work scenarios. The frequency of AI usage and Token (model invocation volume) consumption is expected to increase significantly. Amid these changes, the focus of the AI industry chain is also shifting. From intelligent agent tools at the application layer to underlying computing power infrastructure, and even to new types of infrastructure construction such as computing-power coordination, industrial opportunities in related areas are gradually emerging. (Securities Times)