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[CITIC Securities Yu Haining: Pricing of the AI ​​computing power sector is becoming more rational, and the market’s focus is turning to performance realization and growth sustainability] On November 10, Yu Haining, head of the technology research group of CITIC Securities, said that as the valuation premium is gradually digested, the market’s pricing for AI computing power sectors such as optical modules is becoming more rational, and the focus is turning to performance realization and growth sustainability. He is optimistic about North American computing power and the domestic AI computing power industry chain in the long term.
Brokerage strategy 🕐 2026-11-10 19:57
#AI computing power #Computing power #Brokerage strategy
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