Citic Securities: Model Privatization Demand Increases, Favoring Integrated Machine, Hyper-Converged and B2B Outsourcing Companies

AI Business News, Citic Securities said in a statement that GPT-5 has officially been released, with improvements in long-form text memory, hallucination rate reduction, and reasoning efficiency optimization, providing better soil for the growth of AI applications. Subsequent updates can be expected from Google, Anthropic, and domestic models, as well as the continued landing of AI application tokenization under optimized baselines. Huawei has fully opened its CANN ecosystem, targeting different levels of developers with differentiated openness, significantly improving development efficiency, and possibly catching up with CUDA acceleration. 1) Beneficial for software companies with data, customers, and scenarios, AI products may drive company ARPU growth and project pricing increases; 2) Model privatization demand increases, favoring integrated machines, hyper-converged, and B2B outsourcing companies; 3) Market transaction volume maintains a high level, and internet finance targets may benefit.

Daily Economic News