Guotai Asset Management sees AI hardware stocks strengthening on resilient US data, industry catalysts

• Guotai Asset Management flagged renewed strength in AI hardware, led by communications and semiconductor equipment.
• US August payrolls rose 162,000; unemployment held at 4.1%, supporting risk appetite while lifting Treasury yields.
• AI catalyst cycle stayed active following GPT-6 Astra, reinforcing higher demand for compute, storage, and high-speed interconnects.
• Goldman raised 2026-2028 global optical-module shipment forecasts by 21%, 31%, 31%; 1.6T+ units lifted 29%, 61%, 50%.
• Memory capex upcycle underpinned semiconductor equipment demand, supported by capacity expansion and domestic substitution; Guotai expected choppy trading.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Guotai Asset Management Co. Ltd. published the original content used to generate this news brief on September 07, 2026, and is solely responsible for the information contained therein.