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【券商聚焦】银河证券：全国一体化算力体系新基建有望夯实

[Brokerage Focus] Galaxy Securities: National integrated computing power system infrastructure expected to be strengthened.

金吾財訊 ·  Aug 13 22:24

Jingu Finance | Galaxy Securities said that the supply and demand of the blockchain industry chain are increasing, and high-quality symbols of sub-industry development are being selected. Under the background of continuous promotion of the digital economy's "AI+" action and the empowerment of new applications to the industry, the new national integrated computing power system infrastructure is expected to be consolidated. The communication + AI new infrastructure industry chain is expected to have the first expected upward revision. The ICT cornerstone optical network industry chain supply and demand are increasing, the new liquid technology empowers data center construction, and the operating performance of sub-industries is expected to marginally improve: the big opportunity for sea cable going abroad, leading companies are expected to benefit first; operators improve quality and efficiency to bring back returns, high dividends highlight value, and state-owned enterprise reforms are expected to reshape valuation; 5G application industrial Internet is also a focus of future policy and demand attention.

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