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麦格米特- AI 机器人与电力实地调研要点:深化与全球云服务提供商合作;执行是关键
2026-01-22 02:44
21 January 2026 | 4:58PM CST Equity Research Megmeet (002851.SZ): AI Robotics & Power Field Trip Takeaways: Deepening global CSP ties; execution is key We visited Megmeet as part of our China AI Robotics & Power field trip on Jan 20. Megmeet sees 2026 as a pivotal year for large-scale AI server power supply shipments, driven by an expanded product portfolio and deepening direct engagements with major CSPs. While the company leverages its engineering efficiency and co-design partnerships to narrow the gap wi ...