According to the Guosheng Securities Research Report, Huaqin Technology's supernode+switch two-wheel drive data center is growing at a high rate. As the focus of industry competition shifts from single-chip performance to integrated scheduling efficiency of cluster systems, AI officially entered the “system era” of computing power. Combined with the “White Paper on the Definition and Practice of Supernodes”, which was officially released on July 19, and unified industry standards were implemented to establish a new infrastructure paradigm. Multiple industrial signal resonance indicates that supernodes will soon enter the first year of volume. Supernodes require a generational leap forward in switch performance. Port rates are rapidly iterating from 100Gbps and 200Gbps to 400Gbps and 800Gbps. Domestic and overseas manufacturers are comprehensively increasing the high-end intelligent computing switch circuit, and comprehensive iteration of hardware specifications opens up long-term incremental space for high-speed switches. The company covers full-stack solutions for data centers, with superior supernodes and switch card slots. Considering that the company raised its overall data center revenue guidelines, the expectations were raised, and the “buy” rating was maintained.

According to the Guosheng Securities Research Report, Huaqin Technology's supernode+switch two-wheel drive data center is growing at a high rate. As the focus of industry competition shifts from single-chip performance to integrated scheduling efficiency of cluster systems, AI officially entered the “system era” of computing power. Combined with the “White Paper on the Definition and Practice of Supernodes”, which was officially released on July 19, and unified industry standards were implemented to establish a new infrastructure paradigm. Multiple industrial signal resonance indicates that supernodes will soon enter the first year of volume. Supernodes require a generational leap forward in switch performance. Port rates are rapidly iterating from 100Gbps and 200Gbps to 400Gbps and 800Gbps. Domestic and overseas manufacturers are comprehensively increasing the high-end intelligent computing switch circuit, and comprehensive iteration of hardware specifications opens up long-term incremental space for high-speed switches. The company covers full-stack solutions for data centers, with superior supernodes and switch card slots. Considering that the company raised its overall data center revenue guidelines, the expectations were raised, and the “buy” rating was maintained.