Huatai Securities research report pointed out that it suggests focusing on three investment opportunities in computing infrastructure: 1) semiconductors: the HPC market demand may drive the global semiconductor market size to exceed one trillion US dollars by 2030. Focus on investment opportunities such as digital chips, storage, and equipment; 2) Energy: the end of AI is energy, and the global data center electricity consumption in 2030 will reach about 22 trillion kWh, which is 3.6 times that of 2022. Bullish on development opportunities such as supporting equipment and nuclear power; 3) Hardware such as servers: data centers will become scarce resources in the age of AI models, and servers, as the core carrier, will experience rapid growth. Pay attention to sectors with incremental opportunities such as PCB, packaging substrates, heat dissipation, optical modules, and optical chips. Individual stocks to watch include: HGInfo, Cambricon, and WUS Printed Circuit.
华泰证券：关注算力基础设施三大投资机会
htsc: Focus on the three investment opportunities of computing power infrastructure.
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