According to the CITIC Construction Investment Securities Research Report, Meta Zuckerberg explained that the layout of the AI cloud business was to meet the strong demand for models and computing power from external customers, while improving the utilization rate and monetization efficiency of infrastructure investment. This does not mean that Meta is cutting AI investment or peaking demand for computing power. Meta still plans to increase computing power from about 7 GW in 2026 to 14 GW in 2027. DeepSeek and Smart Spectrum reported that they are laying out self-developed AI chips. The expansion of the two companies into the chip chain will drive the continuous iteration of the domestic computing power industry chain. Continue to be optimistic about major domestic model manufacturers and the computing power industry chain. China's Long March 10B carrier rocket first flew at the Hainan commercial space launch site. The first sub-stage passed the world's first maritime network capture program to achieve complete and controlled recycling of the first stage of China's first high-capacity orbiting rocket, marking China becoming the second country after the United States to master the complete engineering system for a high-capacity recyclable liquid rocket. This is of great significance to the development of domestic commercial aerospace, satellite internet, space computing power, etc., and it is recommended that you pay attention to it.

According to the CITIC Construction Investment Securities Research Report, Meta Zuckerberg explained that the layout of the AI cloud business was to meet the strong demand for models and computing power from external customers, while improving the utilization rate and monetization efficiency of infrastructure investment. This does not mean that Meta is cutting AI investment or peaking demand for computing power. Meta still plans to increase computing power from about 7 GW in 2026 to 14 GW in 2027. DeepSeek and Smart Spectrum reported that they are laying out self-developed AI chips. The expansion of the two companies into the chip chain will drive the continuous iteration of the domestic computing power industry chain. Continue to be optimistic about major domestic model manufacturers and the computing power industry chain. China's Long March 10B carrier rocket first flew at the Hainan commercial space launch site. The first sub-stage passed the world's first maritime network capture program to achieve complete and controlled recycling of the first stage of China's first high-capacity orbiting rocket, marking China becoming the second country after the United States to master the complete engineering system for a high-capacity recyclable liquid rocket. This is of great significance to the development of domestic commercial aerospace, satellite internet, space computing power, etc., and it is recommended that you pay attention to it.