CITIC SEC Research Reports state that the Biden administration plans to further restrict computing power exports, forcing a demand for self-control. Internal policies in our country are strengthening support to accelerate the implementation of tenders, and the development of the new generation of innovation has both urgency and certainty. On the demand side, the dual drive of party and government innovation and industry innovation, with party and government innovation receiving a new round of funding support, is expected to usher in a peak of replacements, while industry innovation is likely to continue accelerating. On the supply side, the third phase of reliable safety assessments verifies substitution capabilities, with key categories such as computing chips, operating systems, databases, and industrial Software expected to benefit significantly. The prosperity of the new generation of innovation is likely to continue to rebound. Bullish on investment opportunities in the new generation of innovation sector in 2025.
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中信证券:看好2025年信创板块投资机遇
CITIC SEC: Bullish on investment opportunities in the new generation of innovation sector in 2025.
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