国泰海通·洞察价值|环保电新徐强团队
国泰海通证券研究·2025-09-23 10:05

Industry Insights - The article discusses the impact of Jevons Paradox, suggesting that advancements in technology will lead to increased demand for AIDC (Automatic Identification and Data Capture) computing power [4] - The focus is on the Z Generation's environmental consciousness and the importance of staying updated with industry dynamics and policy trends [4] Recommendations - The article highlights the release of a training video on the 2025 research framework by Guotai Junan Securities, emphasizing the importance of value insights and future collaboration [6] - It references a research report titled "Deepseek: Cost Reduction Will Stimulate Greater Computing Power Demand," authored by Xu Qiang, dated February 12, 2025 [7]