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CITIC Securities' research report highlights that by 2026, the growth prospects for computing power are evident, with super-node technology set to seize substantial opportunities. The capital expenditures of major corporations substantiate the underlying demand logic. Furthermore, the rising competitiveness of domestic computing power providers enhances the investment appeal of domestic computing power chips and system-level suppliers—a sentiment best captured by the term "optimistic about" (replacing the somewhat vague 'bullish on' for clarity and precision). As model capabilities advance swiftly, AI applications are diversifying, with notable trends emerging in office automation, programming, intelligent agents, and multimodal applications. Backed by both overseas market expansion and domestic policy support, AI applications are poised for fresh growth opportunities.
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