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2025-12-15 08:14:23
[CITIC Securities: Bullish on the Domestic AI Industry's Shift from "Follower" to "Co-runner," Driving Investment Opportunities Across the Industry] A research report from CITIC Securities believes that the recent announcement by the US government to allow Nvidia to resume sales of the H200 in the Chinese market, if allowed, could alleviate the short- to medium-term pain point of China's AI industry in terms of high-end computing resource shortages. Furthermore, since the H200 currently has a significant advantage primarily in AI training, it will not directly compete with domestically produced computing power in inference scenarios. We are optimistic about the domestic AI industry's shift from "follower" to "co-runner," driving investment opportunities across the entire industry.
