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CICC: The construction of domestic AI computing power infrastructure is accelerating, and the domestic high-speed interconnection network system is entering a breakthrough period.
AI computing clusters are rapidly advancing toward scales of tens of thousands or even hundreds of thousands of GPUs. High-speed interconnection networks, as the 'neural hubs,' have become a critical factor in enabling the effective release of cluster computing power.
A domestically produced 'computing power artery'对标NVIDIA has arrived! Sugon has released its first fully self-developed IB network product, which already supports intelligent computing clusters at the ten-thousand card level.
①Sugon announced a significant breakthrough in domestic high-end native RDMA technology and released the first fully self-developed 400G lossless high-speed network product, scaleFabric; ②scaleFabric has been adapted for interconnection with different computing chips and has been deployed at the core node of the national supercomputing internet in Zhengzhou, supporting the operation of the scaleX intelligent computing cluster at the ten-thousand-card level.
Huayuan Securities: Domestic AI large models are entering a period of accelerated development, potentially driving growth in the domestic computing power market and increasing penetration rates.
The domestic AI large model sector has entered a phase of accelerated development, potentially driving growth in both the market scale and penetration rate of domestic computing power.
Guojin Securities: GPT-5.4m Action-Oriented AI Accelerates Deployment, OpenClaw as the Perfect Partner
The release of GPT-5.4 marks a significant leap in large model capabilities from 'dialogue generation' to 'task execution'.
Breaking: Directors and Senior Executives of a 130 Billion Chip Stock Plan to Reduce Their Shares | Post-Market Announcement Highlights
Today's Focus [Sugon: Second-largest shareholder Li Jun and senior executives Ren Jingyang and Weng Qinan plan to collectively reduce no more than 6.874 million shares of the company] Sugon (603019.SH) announced that director and general manager Li Jun intends to reduce no more than 6.3204 million shares, representing no more than 0.43% of the company’s total share capital, through centralized bidding between March 25, 2026, and June 24, 2026. Senior executives Ren Jingyang and Weng Qinan plan to reduce no more than 0.3191 million shares and 0.2345 million shares, respectively, each representing no more than 0.02% of the company’s total share capital. The reason for the reductions is personal financial needs.
The AI computing power industry conference is approaching, with the market size continuously expanding, and these stocks frequently receiving attention from institutional research.
The 3rd AI Computing Power Industry Conference and Exhibition will be held in Shenzhen from April 9 to 11, 2026.
