The Zhitong Finance App learned that CITIC Construction Investment released a research report saying that agents have now become a key driving force for global technology giants. Both C-side and B-side have begun rapid product iteration, and it is expected that all types of agents will enter the rapid implementation phase next year. Investments in the computing power sector are divided into two categories: overseas boom investment and domestic autonomy and control. Overseas boom investment requires attention to new technology and incremental changes; while the general trend of domestic autonomy and control is AI chips, the core is AI chips, and it is recommended to focus on companies leading in terms of shipment volume, ecology, and product power. More AI applications will gradually be implemented as domestic large-scale model capabilities improve, transmission prices drop, and policy support.

The Zhitong Finance App learned that CITIC Construction Investment released a research report saying that agents have now become a key driving force for global technology giants. Both the C-side and B-side have begun rapid product iteration, and it is expected that all types of agents will enter the rapid implementation phase next year. Investments in the computing power sector are divided into two categories: overseas boom investment and domestic autonomy and control. Overseas boom investment requires attention to new technology and incremental changes; while the general trend of domestic autonomy and control is AI chips, the core is AI chips, and it is recommended to focus on companies leading in terms of shipment volume, ecology, and product power. More AI applications will gradually be implemented as domestic large-scale model capabilities improve, transmission prices drop, and policy support.