Core Viewpoint - The demand for localized AI deployment is rising, and the company is expected to benefit significantly from this trend [1] Group 1: AI Solutions and Performance - The company has upgraded its "Yiduo Cloud" solution to create an AI platform that better matches large model scenarios, focusing on intelligent computing and application development [1] - The AICP high-performance computing platform shows a performance improvement of 5-10 times compared to traditional Ollama architecture in multi-instance and high-concurrency scenarios, making it compatible with the latest large models, including DeepSeek [1] - The company's AI application innovation platform enables users to quickly build large model applications, simplifying the development and operation of AI applications [1] Group 2: Market Position and Valuation - The company's full-stack capabilities provide a "high-performance, high-security, high-value" one-stop solution for localized large model deployment, positioning it well to benefit from ongoing domestic substitution and growing AI demand [1] - Based on the comparable companies' 25-year PS level, the company is assigned a 25-year PS of 6.10 times, corresponding to a target price of 119.00 yuan, maintaining a "buy" rating [1]