A research report released by CITIC Construction Investment highlights that the computing power sector has recently witnessed heightened volatility, with market adjustments occurring frequently in the wake of third-quarter earnings announcements. Considering the persistent and robust demand for computing power spurred by AI advancements, CITIC Construction Investment holds the view that the ongoing market adjustments present a strategic window for investors to enter the market (make strategic investments/layout). The firm advises stakeholders to adopt a long-term and broad-based perspective when evaluating the AI-driven industrial transformation. In parallel, with quantum technology emerging as a pivotal national priority for future development, notable strides have been made in quantum computing. Investors are encouraged to focus on key segments such as dilution refrigerators and low-temperature coaxial cables, which are integral to the advancement of this cutting-edge field.
