According to the CITIC Construction Investment Securities Research Report, Zhongke Shuguang (603019.SH)'s performance has grown steadily and continues to benefit from the release of domestic demand for computing power. The company and its incubated subsidiaries have achieved full coverage of the computing power field from chips, servers, storage, computing power centers, liquid cooling, and computing power scheduling. Domestic intelligent computing power infrastructure construction is advancing at an accelerated pace. In the context of restrictions on imports of advanced GPUs from overseas, domestic computing power is expected to gain more market space and achieve steady growth in performance. The recovery of the Xinchuang market and the gradual development of liquid cooling and computing power scheduling services will also further stabilize the company's operating level and maintain a “buy” rating.
研报掘金丨中信建投：中科曙光持续受益国产算力需求释放，维持“买入”评级
Research Report: CITIC Construction Investment: Zhongke Shuguang continues to benefit from the release of domestic computing power demand and maintains a “buy” rating
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