CITIC Securities: Continuously recommend AI computing power sector.
CITIC Securities released a research report stating that the recent fluctuations in computing power sector is an investment opportunity. On one hand, CITIC Securities continues to recommend AI computing power sector, including core companies in the North American and domestic computing power industries. On the other hand, CITIC Securities also suggests focusing on AI application sector, especially the progress of edge AI Agents. Additionally, CITIC Securities mentioned paying attention to the potential marginal improvement in submarine cables and fiber optic cable sector, military communication and commercial aerospace sector, and quantum technology sector.
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