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

GateUser-bd883c58 · 2026-04-08T08:04:02+00:00

CITIC Securities pointed out that with the development of Agent applications and multimodal ecosystems, global computing power demand is accelerating, and the cloud industry chain is entering a period of simultaneous growth in volume and price. Leading computing power leasing providers have obvious advantages, and it is recommended to pay attention to related targets.

GateUser-bd883c58

2026-04-08 08:04:02

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Ask AI: How can AI agent applications ignite demand for compute power across the multimodal ecosystem?

In this AI Express, China Galaxy Securities pointed out that with the breakout of agent applications and the multimodal ecosystem, capital expenditures and compute demand have become mismatched. The global Token usage is set to enter a new round of rapid growth acceleration, and over the past two years the cloud industry chain is expected to move into a “best year” characterized by both volume and price rising together. In the cloud industry chain, demand is driving up the price level, and the cloud industry chain is entering a cycle where both volume and price rise. In terms of compute rental, leading compute rental vendors have prominent positioning advantages, and higher leverage increases the certainty of high growth. It is recommended to pay attention to the cloud industry chain and related compute rental stocks.

The Daily Economic News

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