Tianfeng International analyst Kuo Ming-chi posted an article on Medium stating that investors' focus on AI supply chain stocks may shift to AI edge computing, as the impact of ChatGPT's declining traffic on AI stocks is expected to gradually increase in the foreseeable future. Additionally, Nvidia's CoWOs fourth-quarter shipment growth on a quarter-over-quarter basis is likely to slow down, potentially leading some short-term traders to take profits. However, given that AI remains in a positive trend, investors are still actively seeking beneficiaries whose stock prices have not yet reflected the positive AI trend.