Can the artificial intelligence investment boom continue in the "Terrifying July" of US tech giants? In the just passed July, US tech giants such as Apple and Nvidia underwent a significant adjustment. As some of the disclosed financial results did not meet expectations, the topic of when the US tech stock foam would burst triggered a heated debate in the market. Some argue that the performance of US technology stocks does not support their consecutive record highs in stock prices, and that the bull market for US technology stocks has shown signs of peaking. However, there are also different opinions on the matter. In their view, the theme of artificial intelligence remains the investment mainline for a longer period of time in the future, and the rise of US tech giants is still ongoing. At the same time, investment opportunities in the field of artificial intelligence in A-shares are also worth paying close attention to.