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

2026-04-08 08:56:43

People’s Finance News, April 8—CITIC Securities noted that with the surge of Agent applications and the multimodal ecosystem, there is a mismatch between capital expenditures and compute demand. The global Token usage is set to enter a new round of accelerated growth, and over the next two years, the cloud industry chain is expected to enter a “both volume and price rising together” year. For 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 together. In terms of compute leasing, supply of high-quality compute chips is tight; leading compute leasing companies’ positioning advantages are especially prominent, and higher leverage enhances the certainty of strong growth. It is recommended to pay attention to stocks related to the cloud industry chain and compute leasing.

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