According to Guosheng Securities Research Reports, looking at the current situation, with the accelerated rollout of large model applications represented by 'Doubao' in the domestic market, manufacturers need general-purpose computing power that can be quickly deployed to seize business entry points and users, which is GPGPU. At the same time, for operators and local intelligent computing builders, general computing power represents better user acceptance and ROI. The experience of the overseas 'UA-Link' alliance led by Broadcom and AMD should be learned, as well as the standardized interconnection services starting from packaging advocated by Broadcom. Leveraging the past network experience of Chinese telecom giants and domestic Switch chip innovations in packaging technology, an autonomous version of 'UA-Link' and computing core packaging standards suitable for all domestic computing power should be established. Although under geopolitical pressures, China's chip manufacturing processes and single-chip capabilities are restricted, during the construction of domestic computing power, Infrastructure and electronic manufacturing capabilities will be one of China's most important trump cards. It is advised to focus on the four core symbols of computing capability, communication capability, manufacturing capability, and Infrastructure capability.