AI Leading Stocks October Investment Strategy: Differentiation Between Computing Power and Application Mainlines Intensifies, Institutions Adopt New Allocation Logic In October 2026, with continuous breakthroughs in artificial intelligence technology and deepening commercialization processes, the AI concept stock market has shown distinct structural differentiation. As market indicators, AI leading stocks not only reflect changes in the entire AI industry's prosperity but also provide valuable investment clues for investors. This article will comprehensively analyze October's AI leading stocks from four dimensions: market status, mainline logic, capital movements, and investment strategies, helping investors grasp new AI investment opportunities. October AI Leading Stocks Market Status: Clear Differentiation in Dual Mainlines Entering October, the AI concept stock market has shown a clear "ice and fire" situation. On one hand, the AI hardware sector represented by computing power infrastructure continues to strengthen, with related leading stocks repeatedly reaching new highs. On the other hand, the AI application sector has shown differentiation, with some commercialized sub-sectors performing remarkably well, while application areas that have not yet found clear profit models face adjustment pressure. From market data, as of October 12, the AI computing power index has risen by 8.5% within the month, significantly outperforming the 3.2% increase of the AI application index. In sub-sectors, computing power infrastructure stocks such as optical modules, AI chips, and servers have shown particularly outstanding performance, while application areas like AI education and AI medical care show a differentiated trend. Analysis of Computing Power and Application Dual Mainline Logic Computing Power Mainline: Resonance Between Policy Drive and Technological Breakthroughs The performance of the computing power mainline in October is mainly driven by three factors: Continuous policy strengthening: Recently, the National Development and Reform Commission released the "Digital Economy Innovation Development Action Plan", explicitly proposing to accelerate the construction of AI computing power infrastructure and support the research, development, and application of domestic AI chips. Continuous policy support at the national level has provided solid fundamental backing for the computing power sector. Continuous technological breakthroughs: Domestic AI chip companies have made significant progress in computing power improvement, with the new generation of AI chips achieving over 30% performance improvement compared to the previous generation while reducing power consumption by 20%, providing the hardware foundation for large-scale implementation of AI applications. Continuously strong demand: As the parameter scale of large models continues to expand, demand for computing power shows exponential growth. According to industry data, in the third quarter of 2026, domestic AI computing power demand increased by 120% year-on-year, far exceeding the 50% growth rate on the supply