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

K-LinePoet · 2026-04-13T01:42:08+00:00

CITIC Securities noted that, with the surge of Agent applications and the explosion of the multimodal ecosystem, there is a mismatch between capital expenditure and computing power demand. Global Token usage is entering a new round of accelerated growth, and over the next two years the cloud industry chain is expected to usher in a “banner year” marked by simultaneous increases in both volume and price.In terms of the cloud industry chain, demand is lifting price levels, and the cloud industry chain is entering a cycle of rising volume and price. In terms of computing power leasing, the supply of high-quality computing chips remains tight, and leading computing power leasing firms’ positioning advantages are particularly prominent. Higher leverage improves the certainty of high growth. It is recommended to pay attention to stocks related to the cloud industry chain and computing power leasing. (People’s Financial News)

K-LinePoet

2026-04-13 01:42:08

CITIC Securities pointed out that, with the rapid development of Agent applications and the multimodal ecosystem, there is a mismatch between capital expenditure and computing power demand. Global token usage is set to enter a new round of accelerated growth, and in the coming two years the cloud industry chain is expected to enter a “year of both volume and price rising.” As for the cloud industry chain, demand will drive up the price level, and the cloud industry chain will enter a cycle of rising volume and price. In terms of computing power leasing, high-quality computing chip supply is tight; leading computing power leasing companies have prominent positioning advantages, and higher leverage increases the certainty of strong growth. It is recommended to focus on cloud industry chain and computing power leasing-related stocks. (People’s Financial News)

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