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2025-09-20 09:19:21
Zhongyuan Securities: Domestic Computing Chips Experience a Highlight Moment, Surpassing at Both Supernode and Cluster Levels. A Zhongyuan Securities research report indicates that domestic manufacturers have recently shifted their low-key approach to computing chips. Alibaba and Huawei have successively released progress and achievements in computing, sending positive signals to the market. Compared to the release of DeepSeek-R1 at the beginning of the year, China has not only matched overseas manufacturers at the model level, but has also closed the gap in chips at the hardware level through cluster computing. This has led to a global lead at both supernode and cluster levels, and significant breakthroughs have been achieved in proprietary HBM and interconnect technology. Therefore, a more positive outlook is expressed for the long-term development of China's AI and computing industries, and the recent market performance remains positive. Recommended investments include EDA company HuaDa JiuTian, Runze Technology, which plans to deliver large-scale intelligent computing centers, and Zhongke Xingtu, which is actively exploring the low-altitude economy and commercial aviation sectors.
