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CITIC Construction Investment: Sustained Optimism Towards the Boom in the AI Computing Power Industry Chain
9 hour ago /
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Author：小编
According to a research report released by CITIC Construction Investment Securities, overseas cloud service providers are consistently ramping up their investments in AI infrastructure. This trend is fueling a swift surge in demand for computing power. Consequently, capital expenditures are rapidly flowing into key sectors, including chips, optical modules, switches, and PCBs. The report maintains a positive outlook on the enduring prosperity of the AI computing power industry chain. It recommends focusing on core segments and leading companies that demonstrate robust performance delivery capabilities and a consistent upward trajectory in market share.
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