According to CoinMeta, Yang Yang, the chief analyst for the electronics industry at Changjiang Securities, stated that the increasing uncertainty in external policies is prompting the global technology industry chain to re-evaluate supply security and the pace of capital expenditure. For China, this further highlights the importance of domestic computing power, semiconductor manufacturing, and basic software and hardware. Yang Yang mentioned that domestic substitution is moving from breakthroughs in individual products towards coordinated development across the entire industry chain, and is accelerating from being "usable" to being "scalably useful." Links such as computing power chips, high-performance storage, and wafer manufacturing are mutually verifying each other, while advancements in equipment materials and EDA / IP support stable supply and continuous iteration. The demands for data security, private deployment, and supply continuity in government affairs, finance, telecommunications operators, and manufacturing industries provide application space for domestic models and computing power.