Core Viewpoint - The stock of Yihua Holdings (00838) has seen a significant increase of over 6%, attributed to positive developments in AI capital expenditure forecasts and the company's strong performance in Mexico [1] Group 1: Stock Performance - Yihua Holdings' stock rose by 6.67%, reaching HKD 1.28, with a trading volume of HKD 15.48 million [1] Group 2: Industry Insights - Citigroup has significantly raised its AI capital expenditure forecasts, indicating a rapid acceleration in AI infrastructure deployment [1] - According to a report from CMB International, Yihua's factory in Mexico has shown continuous revenue growth and profitability for two consecutive years, suggesting potential benefits from increased business with major manufacturers and new tariff policies [1] Group 3: Client Relationships - Huawei and Super Fusion are the largest clients for Yihua's server chassis business, and Yihua has entered Huawei's main supplier system for sheet metal components, indicating a potential for substantial market share growth in the future [1]
亿和控股尾盘涨超6% 服务器机箱业务受益AI资本开支浪潮 公司已进入华为供应商体系