英伟达重磅，受益股曝光！

Core Viewpoint - The article highlights the significant growth potential in the AI power supply market, driven by advancements in AI technology and infrastructure, with specific focus on leading companies in the sector such as Delta Electronics and Magpower [4][9]. Group 1: Market Overview - The global AI server power supply unit (PSU) market is projected to reach USD 3.17 billion by 2031, with a compound annual growth rate (CAGR) of 11.6% in the coming years [9]. - The AI power supply market is expected to become a billion-dollar market, with rapid growth anticipated between 2025 and 2027 [9]. Group 2: Company Performance - Delta Electronics has a market capitalization exceeding 610 billion yuan and has seen its stock price reach historical highs, with a 136% increase this year alone [6][8]. - Magpower's market capitalization is over 40.6 billion yuan, with a projected net profit growth rate of 72.34% for the next year [14]. - Other companies like Keda Data and Haibo Technology are also expected to see significant net profit growth, with estimates exceeding 30% for the next two years [13][14]. Group 3: Industry Trends - The AI power supply market is characterized by high technical barriers and specific requirements compared to traditional server PSUs, driven by the need to support high-performance GPUs, CPUs, and memory [9]. - The introduction of new technologies such as GaN/SiC and the implementation of 800V HVDC + SST architecture are expected to enhance market dynamics and improve the performance of leading manufacturers [9]. Group 4: Investment Opportunities - A total of 30 stocks in the A-share market are involved in the power supply equipment sector, with several companies receiving attention from multiple institutions [11]. - Companies like Shenghong Co., Keda Data, and Magpower have been highlighted for their AI-related business prospects and are expected to benefit from the growth in AI data centers [11][12].