CITIC Securities: Continually optimistic about domestic computing power and storage; new recommended passive components

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CITIC Securities Research Report states that from April 13 to 17 (last week), the electronics sector performed strongly, with a total increase of 5.8%, ranking 2nd out of 31 sectors. The overall market risk appetite 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 have 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)

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