A research report from Guosheng Securities stated that from the current perspective, as the Chinese large-scale model applications represented by "Doubao" accelerate their volume, what each manufacturer needs is a general-purpose computing power that can be quickly deployed to seize business entrances and users, that is, GPGPU.

At the same time, for operators and local intelligent computing builders, general-purpose computing power represents better user acceptance and return on investment.

It believes that Chinese companies should learn from the experience of the "UA-Link" alliance led by Broadcom and AMD overseas, as well as the standardized interconnection services of computing cores starting from packaging advocated by Broadcom.

With the past network experience of Chinese telecom giants and domestic switch chips, the innovation of packaging technology, they will form an independent version of "UA-Link" and computing core packaging standards applicable to all domestic computing power.

China's chip manufacturing process and single-chip capabilities are limited under geopolitics. However, in the process of building domestic computing power, infrastructure and electronic manufacturing capabilities will be one of the most important trump cards of China's computing power.

The Chinese brokerage suggests paying attention to the core targets of the four major links of computing power, communication capabilities, manufacturing capabilities, and infrastructure capabilities.