Guotai Haotong Maintains 'Buy' Rating for Overseas AI Computing Sector on May 31

According to Guru Club, Guotai Haotong maintained its 'Buy' rating for overseas artificial intelligence computing and application industry chain today (May 31). The research report noted that the rapid growth of OpenAI and Anthropic validates continued expansion of AI model capabilities and drives increased demand across the entire AI industry chain.

The report recommends focusing on three key areas: hardware supply chains including GPUs, ASICs, CPUs, storage, advanced semiconductor manufacturing processes, and packaging technologies; cloud providers and infrastructure platforms handling AI workloads and model distribution; and application companies with comprehensive ecosystem and scenario deployment capabilities.