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A research report released by CITIC Securities reveals that during the 2026 Spring Festival holiday, there was a notable spike in token consumption among domestic large-scale models. By February 22, the top three global large-scale models, based on token usage in the preceding week, were all from China. This remarkable surge underscores the exponential growth in demand for AI inference capabilities. Benefiting from cost advantages and a steadily enhancing ecosystem, domestic computing power is well-positioned to lead the infrastructure sector. Investors are advised to keep a close watch on opportunities for value revaluation stemming from increased interconnect density within super nodes. This includes segments such as optical communications, high-speed line modules, switching chips and switches, as well as Internet Data Centers (IDCs).
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