The Galaxy Securities Research Report points out that the large-scale, popularization, and localization of the computing power industry chain will become the main direction of future development. The IDC (Internet Data Center) industry chain, optical communication industry chain, temperature control industry chain, etc. will become key directions for future infrastructure construction; at the same time, communication operators are driven by intelligent computing center+cloud services, and performance is expected to continue to increase and show high growth. Recommended attention: Zhongji Xuchuang, Aofei Data, Tianfu Communications, etc.
银河证券：算力产业链规模化、国产化将成为未来发展主要方向
Galaxy Securities: Large-scale and localization of the computing power industry chain will become the main direction of future development
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