Mei Ri Jing Ji Xin Wen·2025-08-06 00:02Core Viewpoint - The report from Huatai Securities emphasizes the growth opportunities in the data center hardware sector, driven by increasing demand for computing power, similar to the early development of the lithium battery equipment sector in the electric vehicle industry [1] Group 1: Market Trends - The market is currently focusing on the demand for data center hardware due to advancements in AI technology [1] - There is a parallel drawn between the rapid penetration and sales growth in the electric vehicle sector and the potential for the data center hardware sector [1] Group 2: Investment Opportunities - The report highlights specific hardware segments that are expected to benefit, including diesel generator sets, server power supplies, UPS, HVDC, BBU, supercapacitors, power quality management, liquid cooling, as well as supporting components like lead-acid batteries, relays, and fuses [1]