Huatai Securities Sees AI Agent Commercialization Driving Inference Demand in 2026
2026-07-24 00:52:49
Huatai Securities said 2026 AI development is shifting from large-model pre-training to the commercial rollout of AI agents, with inference computing demand entering a faster-growth phase. Jiemian News reported that the brokerage sees three investment themes: AI supply chain names as domestic computing capacity in China builds a closed loop more quickly, supernode interconnects and storage upgrades move in tandem, and the inflection point in inference demand becomes clearer; power and passive components as AI power consumption lifts prices and volumes for MLCCs, inductors, capacitors and power semiconductors; and self-reliance as localization of upstream manufacturing, equipment and parts accelerates, while advanced packaging gains more value.
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