高盛：鸿海科技：2024年mputex gsys展位访问架级服务器展示；整体解决方案支持盈利能力
ray dalio·2024-06-05 14:18
更多资料加入知识星球：水木调研纪要关注公众号：水木纪要 Goldman Equity Sachs Research Hon Hai (2317.TW): Computex 2024 Ingrasys Booth visit: rack-level Al servers showcased; total solution to support profitability and orders Allen Chang. +852-2978-2930 allen.k.chang@gs.com Goldman Sachs (Asia) L.L.C. 4th. Ingrasys, the subsidiary of Hon Hai, showcased its latest rack-level Al servers solution, and also advanced liquid cooling solution (Link). We see Hon Hai is well-positioned in rack-level Al server, given company's capabilities of (1 ...