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CITIC Securities: Optimistic about the implementation of AI applications and the growth in AI computing power demand
Golden Finance reports that on April 28th, CITIC Construction Investment Research stated that OpenAI launched GPT-5.5, and DeepSeek released the preview version of DeepSeek-V4. GPT-5.5 and DeepSeek-V4 both emphasize extreme compression of reasoning costs. This does not mean that computing power demand has peaked; on the contrary, the decrease in per-instance costs may trigger an exponential increase in token consumption. We are optimistic about the upcoming explosion of AI applications and maintain a long-term positive outlook on the North American computing industry chain and domestic AI computing power breakthroughs. (Dongxin News Agency)