This weekly report covers Citi's investment outlook across Asia, CEEMEA, Latin America, and Western Europe. Key themes include the structural AI-driven optical interconnects upcycle, challenges in the PRC solar sector, and bank sector upgrades in Chile.
Key Takeaways
- 1.The AI infrastructure buildout is driving a structural upcycle in optical interconnects, with the global market projected to reach US$92bn by 2028E.
- 2.PRC solar capacity additions are projected to decline significantly due to oversupply and ASP pressures.
- 3.Chilean bank recommendations upgraded due to inflation-linked NIM benefits and medium-term growth prospects.
Table of Contents
- Top Call
- Asia
- CEEMEA
- Latin America
- Western Europe
- Key Rating and Target Price Changes
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Authors
Kyna WongKaren HuangYiming LiKevin Chen
Securities
Dongshan Precision2382.HKRheinmetall
Themes
AI Infrastructure buildoutRenewable energy oversupply in China
Regions
Asia PacificEuropeLatin AmericaChinaPolandChile