# The progress of releasing the H200 is expected to reach an initial batch of about 300,000 units, with a requirement to have a greater proportion of domestic cards (to buy the H200, you must also buy xx domestic cards). The core reason for this change is still the severe shortage of cards in the domestic market. 1. # Directly beneficial for the IDC sector: The pressure on major manufacturers due to the card shortage is alleviated, the pace of Capex implementation is accelerated, and a new round of bidding and construction for IDC is expected to speed up. Related companies: # Dongyangguang, YN Holdings, Dongfang Guoxin 2. # Beneficial for domestic computing power chains: The H200 is not a squeeze on domestic computing power, but an effective supplement under the card shortage situation, and the requirements for supporting it reflect a direction of supporting domestic production. In the future, the growth rate of computing power infrastructure supply will definitely not keep up with the explosive growth of tokens, and we will continue to promote viewing IDC/cloud/computing power and other links as strategic asset allocation. 🔥