Investment Rating - The industry investment rating is "Positive (Maintain)" [5] Core Insights - The collaboration between Alibaba and Apple is expected to activate new opportunities in AI, particularly for domestic iPhone users [7] - The deep application of large models is anticipated to drive an increase in capital expenditures (CAPEX) in core areas such as AIDC, enhancing the overall industry outlook [7] - The partnership is likely to inject new vitality into the domestic large model market, accelerating industry development and prompting increased investment and R&D efforts from companies [7] Summary by Sections Investment Recommendations and Targets - Focus on AI server power supply segments: recommended companies include Megmeet (002851), Zhongheng Electric (002364), Heweih Electric (603063), Oulu Tong (300870), Kehua Data (002335), and Keda (002518) [7] - Focus on AIDC power supply segments: recommended companies include Jinpan Technology (688676, Buy), Mingyang Electric (301291), Weiteng Electric (688226), Liangxin Co. (002706), Chint Electric (601877), and Samsung Medical (601567) [7] - Focus on data center cooling segments: recommended companies include Invec (002837), Gaolan Co. (300499), Tongfei Co. (300990), and Shenling Environment (301018) [7] - Focus on data center emergency power supply: recommended companies include KOTAI Power (300153) and Weichai Heavy Machinery (000880) [7]
电力设备及新能源行业动态跟踪：阿里苹果大模型合作有望激活AI新机遇
Orient Securities·2025-02-13 00:23