CITIC Securities: Focus on cloud industry chain and computing power leasing-related targets

NightAirdropper · 2026-04-13T01:34:40+00:00

CITIC Securities recently pointed out that with the rapid development of Agent applications and multimodal ecosystems, global token usage will accelerate, and the cloud industry chain is expected to enter a stage of simultaneous growth in volume and price. The supply of high-quality computing power chips is tight, and it is recommended to pay attention to related targets.

NightAirdropper

2026-04-13 01:34:40

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Ruicai Finance Yan Minghui Recently, CITIC Securities pointed out that with the explosion of Agent applications and multimodal ecosystems, the mismatch between capital expenditure and computing power demand, global token usage is entering a new round of accelerated growth, and the cloud industry chain is expected to enter a year of simultaneous growth in volume and price over the past two years.

In terms of the cloud industry chain, demand is driving up price levels, and the cloud industry chain is entering a cycle of rising volume and price.

Regarding computing power leasing, the supply of high-quality computing chips is tight, leading leasing vendors with leading positions to have a prominent advantage in market share, and higher leverage increases the certainty of high growth. It is recommended to focus on related targets in the cloud industry chain and computing power leasing.

Related companies: CITIC Securities sh600030

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