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CITIC Securities: Domestic Computing Power Demand Shows Marginal Improvement; Focus on Core Segments Including IDC, Connectors, and Switches
15 hour ago /
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Author：小编
A research report from CITIC Securities indicates that demand for domestic computing power is accelerating, and rising capital expenditure is propelling the industry chain into a performance realization phase. Driven by capital expenditure from both telecom operators and cloud service providers, the construction of domestic intelligent computing centers and ultra-node clusters is accelerating across the board. As a result, domestic computing power demand is showing marginal improvement, and the performance realization window for each segment is opening in sequence. The report recommends focusing on core segments such as IDC, connectors, and switches.
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