中金：重申对算力产业链相关投资机会的看好

Core Viewpoint - The report from China International Capital Corporation (CICC) indicates that after the "DeepSeek innovation boom," major global model manufacturers are accelerating the launch of more powerful products in Q2 2025, driven by increased token consumption and rising demand for computing power [1] Group 1 - In Q3 2025, the anticipated release of GPT-5 is expected to lead to a concentrated period of new product launches from leading large model developers, potentially shifting market sentiment to a new focal point [1] - The report reiterates a positive outlook on investment opportunities within the computing power industry chain [1]