A new AI programming tool has recently gained widespread attention in the overseas tech community, marking the official entry of artificial intelligence code generation into practical application. In contrast, AI applications in other fields are still mostly in the conceptual stage. This shift sends an important signal: the value of large models is moving from theory to commercial deployment. From a market perspective, such breakthroughs often benefit the upstream industry chain first. Chips and memory, as the core infrastructure for AI large model computations, are expected to become the direct beneficiaries of this round of technological upgrades. Market participants should be cautious of blind followings, but the long-term opportunities in related industry chains are worth paying attention to.