According to the CITIC Construction Investment Securities Research Report, Amazon recently raised the price of its AI computing power service, the EC2 machine learning capacity block, by 15%, marking a break in the practice of “only falling but not rising” in cloud service prices over the years, reflecting the tight supply of computing power. According to the latest data from Hugging Face, the world's largest AI open source community, the number of downloads of the Alibaba Qianwen open source model exceeded 1 billion times, making it the world's first major open source model. On the one hand, CITIC Construction Investment suggests focusing on cloud computing service providers, which may follow up on price increases, and on the other hand, continuing to recommend AI computing power sectors and AI applications. Recently, trends in the computing power sector are tangled. CITIC Construction Investment believes, first, that the market's demand outlook for 2027 is still divided, and second, that the sector holds heavy positions. For example, Zhongji Xuchuang and Xinyisheng ranked first and third in active fund's top heavy stock respectively. Currently, the world is undergoing a revolution in the AI industry. The impact of the analogy with the industrial revolution is far-reaching, and we need to look at it from a longer-term perspective. CITIC Construction Investment continues to be optimistic about AI-driven computing power demand and applications. Short-term adjustments in the computing power sector are an opportunity.

According to the CITIC Construction Investment Securities Research Report, Amazon recently raised the price of its AI computing power service, the EC2 machine learning capacity block, by 15%, marking a break in the practice of “only falling but not rising” in cloud service prices over the years, reflecting the tight supply of computing power. According to the latest data from Hugging Face, the world's largest AI open source community, the number of downloads of the Alibaba Qianwen open source model exceeded 1 billion times, making it the world's first major open source model. On the one hand, CITIC Construction Investment suggests focusing on cloud computing service providers, which may follow up on price increases, and on the other hand, continuing to recommend AI computing power sectors and AI applications. Recently, trends in the computing power sector are tangled. CITIC Construction Investment believes, first, that the market's demand outlook for 2027 is still divided, and second, that the sector holds heavy positions. For example, Zhongji Xuchuang and Xinyisheng ranked first and third in active fund's top heavy stock respectively. Currently, the world is undergoing a revolution in the AI industry. The impact of the analogy with the industrial revolution is far-reaching, and we need to look at it from a longer-term perspective. CITIC Construction Investment continues to be optimistic about AI-driven computing power demand and applications. Short-term adjustments in the computing power sector are an opportunity.