CGS(SH:601881) Zheng Quan Shi Bao Wang·2025-10-21 00:07Core Viewpoint - The report from Galaxy Securities indicates that the Ministry of Industry and Information Technology's "Millisecond Computing" initiative will stimulate demand for network equipment and computing infrastructure in the short term, while opening up new opportunities for edge computing and AI applications in the medium to long term [1] Group 1: Short-term Impact - The "Millisecond Computing" initiative is expected to directly boost the demand for computing infrastructure [1] - Focus areas for investment include computing resource scheduling and operation, computing infrastructure, and intelligent driving [1] Group 2: Long-term Opportunities - The initiative is projected to create a blue ocean space for edge computing and AI industry applications [1] - The computer sector is advised to pay close attention to developments in AI applications [1]