the demand for computing power. On one hand, the capabilities of domestic open-source models are approaching those of the world's top closed-source models, forcing top model manufacturers to maintain differentiation through larger-scale training and faster iteration. On the other hand, it continues to ignite inference computing power demand. Currently, Kimi K3 has achieved Day 0 rapid adaptation with multiple domestic computing platforms, driving demand for domestic super nodes, and thereby promoting supporting demand in the domestic computing power industry chain, including servers, switches, optical modules, liquid cooling, and power supplies. The report recommends paying attention to domestic super nodes and related supply chain companies.