CITIC Securities: The long-term policy of East and West counts favors domestic equipment_ Securities Times Network

Securities Times Network News, CITIC Securities believes that the Eastern Digital and Western Computing Project is a nationwide new infrastructure project to uniformly guide the computing power needs of the eastern region to the western region. The impact will be complex and long-term. We believe that the long-term beneficiaries of the industry include ICT equipment manufacturers and network infrastructure providers. The bottom-level independent and controllable industry players in China will be particularly beneficial. The core recommendation is Inspur Information, Zhongji Innolight, and it is recommended to pay attention to domestic CPU manufacturers.