[CITIC Securities: Domestic Computing Power Demand Shows Marginal Upward Momentum; Focus on Core Segments such as IDC, Connectors, and Switches] A research report from CITIC Securities states that the demand for domestic computing power is accelerating, and driven by continuous increases in capital expenditure, the industry chain is entering a period of performance realization. Driven by the dual engines of capital expenditure from both telecom operators and cloud vendors, the construction of domestic intelligent computing centers and supernode clusters is accelerating across the board; the demand for domestic computing power is showing marginal upward momentum, and the performance realization window for each key segment is opening sequentially. The report emphasizes a focus on core segments of domestic computing power such as IDC, connectors, and switches.
