券商中国·2026-02-06 11:49Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has announced the construction of a national computing power interconnection node system, which is expected to enhance the efficiency and service level of public computing resources and promote high-quality development in the computing power industry [2][3]. Group 1: National Computing Power Interconnection Node System - The MIIT's notification outlines a "1+M+N" system for national computing power interconnection nodes, aiming to standardize and facilitate the efficient flow of computing resources across different regions and sectors [2][3]. - The construction goals include establishing a supply-demand matching system for computing power in regions and key industries, enhancing overall computing power levels [2][3]. - Regional nodes will provide a unified service platform for interconnection, including services such as resource aggregation, selection, and monitoring [2][3]. Group 2: Industry Trends and Demand - The domestic computing power demand is expected to accelerate, driven by rapid iterations of domestic AI models and the evolving interaction methods that are shaping the demand for inference-side computing power [4][5]. - Major AI models from companies like Alibaba and Baidu are being released, which will further drive the commercialization of these models and increase the demand for computing power [5][6]. - The infrastructure for AI computing power is undergoing systematic upgrades to support the explosive demand for training and inference, transitioning from vertical scaling to distributed cluster expansion and cross-domain collaboration [6][7]. Group 3: Hardware Innovations - Key hardware components such as optical modules and switches are innovating around high speed, low power consumption, and low cost, with a focus on co-packaged optics (CPO) and linear drive pluggable optics (LPO) [7]. - Domestic optical module manufacturers are gaining a leading position in the global market, which positions them to benefit significantly from the expansion of AI computing infrastructure [7].