CITIC Securities: Computing Power Sector Anticipated to Sustain Prosperity into 2026
2026-01-24 / Read about 0 minute
Author:小编   

According to a research report from CITIC Securities, the computing power sector is projected to sustain its strong growth momentum in 2025. This optimistic outlook is underpinned by several key factors: the ongoing capital expenditures of major Cloud Service Providers (CSPs), a surge in Token demand, and advancements in product capabilities. Notably, AI applications are demonstrating structural highlights, with remarkable performances observed in sectors such as AI-driven financial technology, AI-powered healthcare, and AI-enhanced data services. Furthermore, the utilization of general-purpose Agent applications is steadily rising, paving the way for a significant improvement in the sector's overall profitability. Looking forward to 2026, the computing power sector is expected to maintain its prosperity, with AI applications poised to seize pivotal turning-point opportunities.