Xin Lang Cai Jing·2025-10-10 00:27Core Viewpoint - The report from CITIC Securities indicates that since the end of September this year, overseas large models such as Sora2 and Claude Sonnet 4.5 have achieved better-than-expected performance, suggesting that the commercialization and monetization of the AI industry are likely to accelerate [1] Group 1: AI Industry Development - Major AI technology giants like OpenAI are accelerating their computing power deployment, highlighting the increasing importance of computing power in the AI industry [1] - The domestic AI industry is rapidly catching up, demonstrating impressive performance in both model capabilities and computing cluster deployment [1] Group 2: Investment Opportunities - The report expresses optimism about the future development of leading companies in sectors related to computing power, such as optical modules, optical fiber cables, and liquid cooling, both domestically and internationally [1]