CITIC Securities: Se recomienda prestar atención a los activos relacionados con la cadena industrial de la nube y el alquiler de capacidad de cálculo

CITIC Securities pointed out that, with the explosion of Agent applications and multimodal ecosystems, the mismatch between capital expenditure and computing power demand, the global token usage is entering a new round of accelerated growth, and in the past two years, the cloud industry chain is expected to enter a year of simultaneous growth in volume and price. Regarding the cloud industry chain, demand has driven up price levels, and the cloud industry chain has entered a cycle of rising volume and price. In terms of computing power leasing, the supply of high-quality computing chips is tight, leading cloud leasing companies have prominent competitive advantages, and higher leverage increases the certainty of high growth. It is recommended to focus on cloud industry chain and computing power leasing-related targets. (People’s Financial News)