CITIC Securities: The AI industry chain is expected to continue to accelerate and usher in a new round of investment opportunities

2025-07-22 08:30:00

According to a research report by CITIC Securities, NVIDIA will resume H20 sales, and the rapid development of next-generation system-level computing power will inject more confidence into the development of the domestic AI industry chain. Models such as Kimi K2 and Grok 4 are making continuous progress, ChatGPT Agent is leading application innovation, and the application of next-generation models is expected to progress. Policy support is expected to increase, promoting the continued prosperity of the AI industry chain. Under the resonance of multiple forces, the AI industry chain is expected to continue to accelerate and usher in a new round of investment opportunities.

Nvidia AI ChatGPT

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