According to a research report by CITIC Securities, the US BIS recently officially released a new regulation on global AI control, involving hardware such as GPUs and including the weight of AI models in the regulatory scope. Although it is not clear how the Trump administration will deal with this ban, the US has been blocking China in the field of science and technology for a long time, and domestic chips are also making breakthroughs in key areas such as design and manufacturing. Against the backdrop of the continued escalation of US sanctions, it is an inevitable trend for domestic computing power to become self-reliant and strong. It is recommended to pay attention to key links such as GPUs, switching chips, and optical chips.