CITIC Securities: Current global AI computing power infrastructure order visibility remains relatively high, still optimistic about the AI industry chain
CITIC Securities maintains a positive outlook on the AI industry, citing high order visibility in global AI computing infrastructure. The firm believes short-term macroeconomic fluctuations will not derail the AI sector's growth trajectory. Separately, Yellow River Holdings is in advanced discussions for a potential investment in an Agentic AI fintech business, which would align with its strategy to expand its existing AI operations. AI
IMPACT Analyst commentary suggests continued strong demand for AI infrastructure, while Yellow River's potential investment indicates ongoing expansion in AI-driven fintech solutions.