Chinese-Chinese securities: continue to take a comprehensive view of the national value chain

In its research, CSI indicated that it continued to take a comprehensive view of the national value chain. Waic 2026 maintains a high level of attention, with new products released by companies in the field of power chips, such as day-to-day think cores, orient cores, to accelerate performance catch-up on advanced overseas products. The hypernodes have become the central focus of the General Assembly, guiding the important direction of future calculus development towards a systemic level. AI infrastructure technologies, such as connectivity, have accelerated landfall, the domestic production base has increased further, and industry competition has shifted from single-calories to chips, high-speed interconnections, whole-branch structures and the application of full-chain eco-coordinate competition。