机构:国产AI算力规模及应用有望加速提升与渗透

Group 1 - The Ministry of Industry and Information Technology is soliciting opinions on the "Guidelines for the Construction of Computing Power Standard System (2025 Edition)", aiming to revise and formulate over 50 standards by 2027 in areas such as basic general computing, computing facilities, and green low-carbon initiatives [1] - First Shanghai Securities is optimistic about the sustained high growth of computing power demand driven by AI applications, noting that both domestic and international AI applications are reaching a commercialization inflection point [1] - Domestic computing power capacity bottlenecks are expected to be broken through, with a forecast that domestic chip production will ramp up significantly by 2026 [1] Group 2 - Huaxi Securities recommends focusing on the domestic computing power industry chain, highlighting the recent unexpected growth of Alibaba Cloud and the launch of Huawei's super node cluster products, which have increased attention on domestic computing power and AI applications [1] - The successful IPO of Moore Threads is expected to accelerate the scale and penetration of domestic AI computing power, with advancements in manufacturing processes and chip architecture likely to enhance overall domestic computing power levels [1] - Zhejiang Securities anticipates that the global AI sector will continue to thrive through the first three quarters of 2025, with major companies like OpenAI, Oracle, and Google maintaining high investment levels [2] - The shipment ratio of ASICs is expected to gradually increase, with notable growth in performance in niche areas such as optical modules and liquid cooling [2]