CITIC Securities has issued a research report highlighting that, fueled by the rapid proliferation of Agent applications and the expansion of multimodal ecosystems, the global utilization of Tokens is experiencing a significant uptick. This trend is anticipated to propel the cloud industry chain into a phase of robust growth, characterized by increases in both volume and pricing over the next two years.

Focusing on the cloud industry chain, the report notes that burgeoning demand is pushing prices upward, signaling the onset of a growth cycle that encompasses both market expansion and value appreciation. Meanwhile, in the realm of computing power leasing, the scarcity of high-quality computing power chips has become pronounced. Leading firms in this sector, capitalizing on their strategic market positions and superior leverage capabilities, are poised for substantial growth with a relatively high degree of certainty.

Against this backdrop, CITIC Securities advises investors to keep a close watch on stocks related to the cloud industry chain and computing power leasing, as these areas are primed for significant development and potential investment returns.