Shanghai Securities: Release of top-level design of artificial intelligence, continuous development of AI computing power.

Shanghai Securities released a research report stating that artificial intelligence has proposed a top-level design, clarifying the overall requirements, development goals, and key directions of the implementation of the "AI+" action. The recent progress in the field of AI has been continuous, with DeepSeek-V3.1 using parameters with precision for the next generation of domestic chips UE8M0 FP8 Scale, which means that the coordinated cooperation between domestic large model manufacturers and chip manufacturers has reached a higher level; NVIDIA announced its performance for the second quarter of the 2026 fiscal year, and it is expected that by 2030, spending on AI infrastructure will reach 3 trillion to 4 trillion US dollars. It is recommended to pay attention to companies such as Huafeng Technology, Shenling Environment, Kehua Data, and Kingsoft Office.