CITIC Securities : Recommandation de se concentrer sur la chaîne industrielle du cloud et les actifs liés à la location de puissance de calcul

2026-04-08 08:56:43

People Finance News, April 8th: According to China CITIC Securities, with the upsurge of Agent applications and the multimodal ecosystem, there is a mismatch between capital expenditure and compute power demand. The global Token usage is entering a new round of accelerated growth, and over the past two years, the cloud industry chain is expected to enter a “big year” of simultaneous growth in volume and price. In terms of the cloud industry chain, demand is pushing up the price level, and the cloud industry chain is entering a period of simultaneous growth in volume and price. In the realm of compute power leasing, the supply of high-quality compute chips is relatively tight, and the positioning advantages of leading compute power leasing vendors are especially prominent; higher leverage increases the certainty of high growth. It is recommended to focus on companies related to the cloud industry chain and compute power leasing.

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