2026-10-15 00:55:16
Huatai Securities: AI Supply Chain Rotation Accelerates, Recommends PCB, Servers, Liquid Cooling, Power Stocks
According to research by Huatai Securities released on October 15, the firm noted that AI asset performance has diverged significantly since mid-September. Market focus is shifting from "demand certainty" to "return elasticity," with capital expenditure no longer the sole pricing anchor for AI asset