Meng Wanzhou says that AI is the biggest development opportunity in the next ten years, as AI Cambricon rose more than 11% and Dasha delivered 14 consecutive limit-ups over 7 days.

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(Source: Caowen)

On April 7th, computing power chip concepts continued to rebound during trading, with Cambrian (688256.SH) rising over 11%. Previously, Dahan Da (603687.SH) hit 7 limit-ups in 14 days, and East Chip Co. (688110.SH), Xinyuan Co. (688521.SH), SMIC (688981.SH), Muxi Co.-U (688802.SH), and Haiguang Information (688041.SH) also saw significant gains.

In terms of news, domestic models are accelerating their breakout. According to OpenRouter data, from March 30 to April 5, the top five API call volumes were all domestic models; in Q1 2026, Zhipu API prices surged by up to 83%, still showing a supply-demand imbalance; Alibaba released three heavyweight models consecutively, which may further boost domestic computing power demand. CITIC Construction Investment pointed out that in 2025, China’s AI acceleration card market will ship approximately 4 million units, with domestic AI acceleration cards accounting for over 40%, mainly through differentiation from non-GPU chips to surpass foreign competitors.

On the policy front, the Ministry of Industry and Information Technology first proposed “computing power banks” and “computing power supermarkets,” supporting small and medium-sized enterprises to “deposit” idle computing resources into platforms, enabling flexible access and staggered deployment of computing resources. Essentially, this draws on the bank’s “deposit and loan” logic, implementing a pooled and financialized operation model for computing resources. Industry insiders noted that this initiative effectively addresses the issues of temporal and spatial mismatches and heterogeneity in computing resources, bringing significant development opportunities for related infrastructure companies.

Recently, Huawei released its 2025 annual report. The report shows that Huawei’s operational results met expectations, with annual sales revenue reaching 880.9 billion RMB and net profit exceeding 68 billion RMB. R&D expenses for 2025 totaled 192.3 billion RMB, accounting for about 21.8% of the annual revenue. Huawei’s rotating chairman, Meng Wanzhou, stated in her speech: “Artificial intelligence may be the last technological revolution in human history, destined to be tumultuous and grand. We firmly believe this will be the greatest development opportunity in the next decade or even longer, and the most certain strategic opportunity.”

Dongxing Securities believes that the AI industry is currently in a phase of policy, technology, and demand resonance. Leading domestic chip and cloud computing companies are gradually validating their performance, with large-capex investments continuing to boost industry development certainty. The industry’s prosperity still has upward potential.

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