Jinshi data news on February 18th, CITIC Construction Investment research report pointed out that the three major operators, cloud vendors, companies in various industries related software/applications, etc., have successively announced the launch or deployment of DeepSeek. As an Open Source AI large model, cloud vendors or application vendors can choose to localize or deploy it in the cloud, which is expected to further drive the demand for Computing Power infrastructure. The IDC industry inflection point is approaching, with the consumption of existing old data centers overlapping with the release of high-power new demand, potentially opening a new cycle. Emphasize IDC industry opportunities, IDC operators, IDC construction, and Computing Power equipment-related chain manufacturers are expected to benefit. It is recommended to focus on following IDC enterprises with high stock data center listing rates and new businesses focusing on GPU Computing Power. In the construction process, in the construction cost per kilowatt of IDC, refrigeration, diesel generators, and UPS have significant value, and it is recommended to follow the business elasticity of related manufacturers. With the construction and listing of IDC, related servers, exchanges