CITIC Securities: The Drive Towards Independent and Controllable Communications Gathers Pace; Persistent Optimism Surrounds Domestic Computing Power
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Author:小编   

CITIC Securities released a research report indicating that during the 2025 National Day holiday, the domestic AI computing power ecosystem witnessed ongoing development. The Industrial and Commercial Bank of China (ICBC) and China Unicom unveiled the bidding outcomes for servers, with the total contract value reaching tens of billions of yuan. Notably, domestic computing power providers secured over 90% of the bids. Additionally, Alibaba introduced its large-scale model, Qwen3-VL-30B-A3B, Huawei's Ascend platform achieved zero-day support capabilities, and Tencent Hunyuan's latest visual model claimed the third spot on the global LMArena rankings. At present, the domestic computing power sector is undergoing rapid evolution, making it prudent to focus on leading manufacturers in this space.