According to the CITIC Construction Investment Securities Research Report, the A-share computer sector semi-annual report forecast and overseas model iteration jointly verifies the continuation of the AI industry chain boom: on the one hand, the performance of hardware chains such as AI servers and intelligent computing infrastructure is outstanding, and software and AI application companies are also beginning to reflect business repair and revenue implementation; on the other hand, overseas models such as OpenAI, xAI, and Meta continue to strengthen agents, coding, multi-modality, and office entry. Model competition is shifting from capability verification to high-frequency scenarios, and the commercialization of inference side computing power consumption, infrastructure investment, and AI applications are promising Continue to resonate.

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