CITIC Securities: Recommendations for the AI industry should start from the demand perspective

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Mars Finance News, CITIC Construction Investment Research reports that by 2026, the computer sector is experiencing a convergence point of fundamental recovery and AI paradigm shift, with model capability iterations showing no upper limit, Claw-type applications rapidly increasing in penetration, domestic computing power demand sharply rising, and AI infrastructure entering a new stage. Recommendations for the second half of the year include: 1) For the AI industry, focus on demand-driven aspects, such as rising prices, shortages of computing power, efficiency-enhancing infrastructure and cloud industries, and some high-growth application areas. 2) For non-AI industries, investment suggestions include policy-driven opportunities like digital currency 2.0, intelligent driving, and commercial aerospace under policy catalysis.

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