According to the CITIC Securities Research Report, it has been noted that the AI adoption rate of US companies is increasing, and the overall investment intensity of the enterprise sector in technology is in line with long-term trends. It is believed that the market competition mechanism will push more enterprises to use AI to improve work efficiency, which will bring demand for new computing power services, AI models and applications. CITIC Securities is still optimistic about the main technology line of US stocks. Currently, it favors the middle and downstream links in overseas computing power chains, and is optimistic about the attractiveness of US stocks compared to the Japanese and South Korean stock markets.

Zhitongcaijing · 2d ago
According to the CITIC Securities Research Report, it has been noted that the AI adoption rate of US companies is increasing, and the overall investment intensity of the enterprise sector in technology is in line with long-term trends. It is believed that the market competition mechanism will push more enterprises to use AI to improve work efficiency, which will bring demand for new computing power services, AI models and applications. CITIC Securities is still optimistic about the main technology line of US stocks. Currently, it favors the middle and downstream links in overseas computing power chains, and is optimistic about the attractiveness of US stocks compared to the Japanese and South Korean stock markets.