同花顺
同花顺|1月 24, 2026 02:45
[CITIC Securities: Outlook for 2026 - Computing Power Boom Expected to Continue, AI Applications Face Turning Point Opportunities] CITIC Securities' research report states that the performance of the computing power sector in 2025 is expected to see sustained growth under the backdrop of continuous Capex realization by major CSPs, ongoing release of Token demand, and continuous improvement in product capabilities. AI applications are showing structural highlights, with standout performance in areas such as AI fintech, AI healthcare, and AI data, while general-purpose Agent applications are also demonstrating resilient growth. The overall profitability of the sector is expected to improve significantly. Looking ahead to 2026, the computing power boom is likely to continue, and AI applications are poised for turning point opportunities. (People's Financial News)
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