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```htmlAccording to Golden Ten Data on July 7, a research report by China Securities Construction Investment stated a firm optimism regarding the overseas expansion of domestic gas turbines. On the demand side: Siemens Energy's latest conference call further reinforces the high prosperity of gas turbines, with the company raising its annual average demand forecast for the gas turbine industry in the coming years to about 110–120GW (previously 90–100GW), and clearly stating that no demand slowdown is currently observed. On the supply side: the company stated that industry players are expanding production very rationally, and the expansion of industrial gas turbines cannot change the market's supply-demand imbalance. In the medium to long term, when capacity, efficiency, and total lifecycle cost become more important than short-term availability, industrial gas turbines cannot replace large-scale gas turbines. Additionally, the company pointed out that in data center and hyperscale cloud vendor projects, short delivery times are a scarce resource and can command higher premiums. China Securities Construction Investment believes: Corrections do not change the medium-term tight balance of the gas turbine market.```

Spot platinum has just broken through the $1,620.00/ounce mark, now quoted at $1,619.88/ounce, down 0.69% on the day; Nymex platinum futures main contract is last quoted at $1,631.4/ounce, down 0.71% on the day;

This will further boost market confidence, as the market remains optimistic that demand related to artificial intelligence will continue to surge and storage chip prices will stay strong, with a positive medium- and long-term outlook for the industry. The recent decline in the company's share price indicates that investors may have already fully priced in the outstanding performance and are now increasingly focused on the long-term trends of the storage chip industry cycle.