AI Concept Stocks Market Update at End of September: Capital Continues to Withdraw from Computing Power Chain, DeFAI Application Layer Sees Major Institutional Investment
As September 2026 approaches its end, the AI concept stock market shows a clear capital divergence. According to the latest monitoring data, main capital continues to withdraw from the computing power chain, while the DeFAI application layer receives contrarian position increases from institutional investors. This trend reflects a profound shift in market investment logic for AI, gradually moving from early "computing power faith" toward a more pragmatic approach focused on practical application value and commercial implementation.
Overall Market Overview: Capital Divergence Intensifies
As of September 26, AI concept stocks show a differentiated performance pattern. Wind data shows that the AI concept index has fallen 3.2% cumulatively this month, but internal structural differences are significant. Computing power chain-related stocks have an average decline of
