Hygon Information Technology (SH:688041) 兴业计算机团队·2025-09-21 14:19Group 1 - The article emphasizes the focus on high prosperity and marginal changes in the market, particularly highlighting the domestic computing power sector which is experiencing multiple catalysts [1][2] - It suggests that investors should prioritize two types of assets: those in continuously high-prosperity segments such as AI computing power and C-end securities IT, and those with strong marginal changes, particularly in AI applications, domestic production, and B-end financial technology [1][2] Group 2 - The computing power industry is undergoing significant changes both domestically and internationally, with notable developments such as NVIDIA's $5 billion investment in Intel for a multi-chip layout involving CPU, GPU, and NPU [2] - In China, companies like Haiguang Information and Huawei are making strides in the CPU and AI chip sectors, with Huawei announcing a three-year upgrade plan for its Ascend chips and opening its CANN compiler and virtual instruction set interface [2]