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

Mars Finance news: CICC Securities said that with the explosion of Agent applications and the multi-modal ecosystem, capital expenditure and computing power demand are becoming mismatched. The global Token usage is entering a new round of accelerated growth, and over the next two years the cloud industry chain is expected to usher in a “big year” of both volume and price rising together. In terms of the cloud industry chain, demand is lifting the price level, and the cloud industry chain is entering a cycle in which both volume and price rise. In the computing power leasing segment, the supply of high-quality computing power chips is tight, and the leading computing power leasing companies’ positioning advantages are especially prominent. Higher leverage increases the certainty of strong growth. It is recommended to pay attention to stocks related to the cloud industry chain and computing power leasing.