PANews reported on October 24th that a Guojin Securities research report stated that crypto mining companies, with their low electricity prices and large approved power quotas, have become new entrants into the AI data center market. Currently, most crypto mining companies are preparing to transform into AI data centers, but their strategies and progress vary. We recommend focusing on companies that are more aggressive in their AI data center transformation, have clear AI computing capacity expansion plans and power guarantees, and whose combined market value of holdings, stock holdings, and current contract value are trading at a discount to their current stock price.PANews reported on October 24th that a Guojin Securities research report stated that crypto mining companies, with their low electricity prices and large approved power quotas, have become new entrants into the AI data center market. Currently, most crypto mining companies are preparing to transform into AI data centers, but their strategies and progress vary. We recommend focusing on companies that are more aggressive in their AI data center transformation, have clear AI computing capacity expansion plans and power guarantees, and whose combined market value of holdings, stock holdings, and current contract value are trading at a discount to their current stock price.