摩根士丹利：数据中心市场洞察，第一部分 – 整体服务器
2025-06-19 09:47
June 15, 2025 10:57 PM GMT Hardware Technology | Asia Pacific Datacenter Market Insights, Part 1 – Overall Servers Total server shipments grew 22% y/y in 1Q25, with cloud the main driver for both AI and general server. We expect AI server shipments to grow sequentially throughout 2025. Stock implications: We prefer ODMs/OEMs over components. We like Giga-Byte (2376.TW), Hon Hai (2317.TW), FII (601138.SS), Quanta (2382.TW), Wistron (3231.TW), Wiwynn (6669.TW). We also still like Delta (2308.TW), AVC (3017.TW ...