CITIC Securities: Continúa siendo optimista con la capacidad de cálculo y almacenamiento nacionales Recomendación adicional de componentes pasivos

CITIC Securities report states that from April 13 to 17 (last week), the electronics sector performed strongly, with a cumulative increase of 5.8%, ranking 2nd out of 31, as the overall market sentiment continued to rise, and the electronics sector continued to advance across the board. Looking ahead to April and May, the first quarter earnings remain optimistic in the areas of “storage and other price increases, AI and computing power,” from a fundamental perspective, the upward trend of semiconductor equipment and domestic computing power is confirmed, and under the global AI trend, the PCB and storage sectors also continue to show strong fundamentals. CITIC Securities remains optimistic about all four directions. Meanwhile, CITIC Securities expects the AI market to start diverging in the second quarter, and also recommends investors pay attention to companies shifting from traditional businesses to AI-related businesses, such as passive components and consumer electronics segments. (People’s Financial News)