Orient Securities released a research report stating that the continuous iteration of the performance of large domestic models will effectively expand domestic AI application scenarios and accelerate the closed loop of domestic AI ecosystem commerce. The expansion of AI business scenarios is the core of the AI technology market, and the launch of AI agents with long-range task capabilities is expected to drive the implementation of new business scenarios. Accelerated iteration of large domestic models will drive rapid growth in domestic computing power and demand for switching chips.

Orient Securities released a research report stating that the continuous iteration of the performance of large domestic models will effectively expand domestic AI application scenarios and accelerate the closed loop of domestic AI ecosystem commerce. The expansion of AI business scenarios is the core of the AI technology market, and the launch of AI agents with long-range task capabilities is expected to drive the implementation of new business scenarios. Accelerated iteration of large domestic models will drive rapid growth in domestic computing power and demand for switching chips.