Sangfor Technologies: Operating Turning Point Has Arrived, Core Recommendation | CITIC Securities Computer

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### Sangfor Technologies: Operating Turning Point Has Arrived, Core Recommendation | CITIC Securities Computer

Time: 2026-07-30 13:23:19

Content: Sangfor Technologies: Operating turning point has arrived, core recommendation | CITIC Securities Computer. CPU and storage demands are transmitting to hyper-converged infrastructure and virtualization, and the company's CPU sandbox and EDS products are expected to benefit. The complex operating architecture of Agents requires underlying infrastructure to support both virtual machines and container environments, and imposes rigid requirements for multi-tenant isolation, elastic scaling, and resource pooling scheduling. Hyper-converged architecture naturally integrates computing, storage, networking and Kubernetes, forming the base to carry Agent applications with unified resource management and virtualization isolation capabilities, driving upgrades to CPU performance and storage systems. ...