中信证券: La industria del IDC sigue siendo próspera, acompañada por el aumento de las criptomonedas, y la IA se ha convertido en el principal impulsor de la industria

Odaily Planet Daily News, according to a research report by CITIC Securities, the IDC (Internet Data Center) industry is in a sustained high prosperity, accompanied by the recovery of traditional enterprise IT spending, the rise of Criptomoneda, and AI becoming the main driving force of the industry. The expansion pace of IDC companies in the US stock market is accelerating, with upward adjustments in subir expectations. The entry of the Federal Reserve into the interest rate cut channel will also bring more positive catalysts: from a performance perspective, the interest rate cut is expected to Soltar the company’s financing costs and release profits; from a valuation perspective, the downward Tasa de interés may increase the overall industry valuation level; from an industry perspective, AI drives the threshold to Subir, and IDC vendors that serve leading technology companies are expected to continue to benefit, with the strong getting stronger. We have a positive outlook on the upward opportunities brought by GenAI and interest rate cuts to the US stock market IDC zona. Under the trend of industry centralization on the supply side and the demand side, we recommend two main lines: one is to tie up with leading technology companies in the IDC líder sector; at the same time, we suggest following companies that are transforming high-end customers under a high prosperity background. (Jinshi)