Recently, the domestic large-scale model DeepSeek has ignited the AI investment boom in the A-share market with its low-cost and high-performance technological breakthroughs. According to statistics, among the listed companies in the AI application concept sector with net profit growth in the first three quarters of 2024 or expected performance growth in 2024, as of February 8 (the same below), there are 19 stocks with more than 10 institutional ratings and a consistent forecast of a compound growth rate of net profit of more than 20% from 2024 to 2025. These companies are distributed in different links of the AI application industry chain, from chip design, packaging and testing, sensors, PCB, server manufacturing, to data centers, algorithm applications and terminal products. According to the rough estimate of the compound growth rate of net profit from 2024 to 2025 and the latest rolling price-earnings ratio of the above-mentioned 19 stocks, the PEG (price-earnings ratio relative to earnings growth ratio) of 11 stocks including Weilan Technology is less than 1. Among them, 8 stocks including Shenghong Technology received net purchases from institutions from February 5 to February 7. Four stocks including Shenghong Technology, Luxshare Precision (42.600, 1.02, 2.45%), Tongfu Microelectronics, and Ecovacs (50.140, 1.60, 3.30%) received net purchases of more than 100 million yuan from institutions.