国产算力未来有何机遇？

Group 1 - The core viewpoint is that the domestic computing power industry chain is experiencing improvements in advanced process yield and capacity, which were previously significant bottlenecks [1] - After the second quarter of this year, there has been a noticeable improvement in the yield of advanced processes at wafer fabs, and new developments are expected in the second half of the year [1] - The capacity utilization rate of leading wafer fabs remains high, indicating ongoing demand and potential investment opportunities in the domestic computing power sector [1] Group 2 - The outlook for the industry is optimistic, particularly due to increased government support for AI applications, which is expected to drive up demand for computing power [2] - The market is drawing parallels between the current AI policy environment and the significant internet boom of 2014-2015, suggesting a similar level of importance [2] - Long-term demand projections for downstream applications, including capital expenditures, are positive, indicating a high degree of certainty in demand as long as sufficient computing power is delivered [2]