Major Bank Ratings | CLSA: Optimistic about 2027 Cloud Hyperscaler Capital Expenditure, Reiterates "High Conviction Outperform" Rating for SK Hynix

格隆汇2026/07/21 01:52

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Glonghui, July 21 – According to a report published by Lyon, despite ASML and TSMC announcing extremely strong Q2 2026 financial results and providing optimistic guidance, global semiconductor stocks continue to be under pressure. Lyon remains positive about capital expenditure by cloud hyperscalers in 2027, and believes that its forecast growth rate of 31% (reaching USD 1.1 trillion) still has upside potential. The firm believes that intensified competition among AI models will ultimately benefit AI demand—as seen in the past, improvements in model efficiency and reductions in cost should drive broader adoption of AI and expand its application scenarios.

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OPEC's monthly report shows that Saudi Arabia's average daily crude oil production in October rose to 10.56 million barrels, just several hundred thousand barrels lower than the pre-war level in February and slightly above its quoted limit under the OPEC framework. Iraq's daily output in October also reached approximately 4.9 million barrels, a new high since the outbreak of war. Meanwhile, after the UAE exited OPEC and began competing in the market independently, both the UAE and Saudi Arabia recently slashed their official December cargo prices for Asian buyers, intensifying the competitive landscape.

华尔街见闻•2026/11/11 17:31