According to the CITIC Securities Research Report, Tencent Capex surpassed expectations in the second quarter of 2026 and will continue to strengthen AI infrastructure construction and domestic computing power procurement in the future. Looking ahead to the second half of 2026, it is expected that the clarity of domestic computing power orders will be further enhanced, and the pace of supply chain preparation will accelerate. It is recommended to focus on leading manufacturers in the domestic computing power industry chain.

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