According to a research report from CITIC Construction Investment, the demand for computing power continues to surge beyond expectations both domestically and internationally in March. The sustained boom and price escalation in upstream sectors are anticipated to remain robust, establishing themselves as the most definitive focal point for 'growth-oriented' investment allocations within the technology sector.

Internationally, there has been a notable uptick in demand for cloud computing resources and digital tokens. Intensified competition among large-scale AI models has spurred simultaneous growth in both inference and training requirements, thereby reinforcing the stability of upstream sector performance.

Domestically, large-scale AI models are expediting their developmental cycles, with certain model applications already being deployed and undergoing price adjustments. This trend underscores the tight supply-demand dynamics for computing power and a pervasive price surge across various segments of the entire industry chain.