华西证券：持续推荐国产算力链

Core Viewpoint - The U.S. Chip Security Act and other factors are accelerating the domestic AI chip production process in China, with companies like Huawei and Cambricon expected to benefit from this trend [1] Group 1: Industry Trends - The domestic AI chip market is poised for long-term growth, driven by the increasing clarity of the growth trajectory [1] - The Scale Up trend is expected to benefit various sectors, including LPO, CPO, PCB, switches, and multimode optical fibers [1]