BERNSTEIN-亚洲科技硬件 2025展望：AI服务器和 Apple供应链中的不同机遇
-·2025-01-03 02:05
2 January 2025 Asia Tech Hardware Asia Tech Hardware 2025 Outlook: diverging opportunities in AI server and Apple supply chain Alex Wang, CFA +852 2918 5703 alex.wang@bernsteinsg.com Shirley Yang, CFA +852 2918 5303 shirley.yang@bernsteinsg.com Haopeng Zhou +852 2918 5788 haopeng.zhou@bernsteinsg.com We published our 2025 outlook for AI server industry here. Today's note offers the review of 2024 stock performance & drivers (Exhibit 3-Exhibit 8), key thesis in AI and updates our view on Apple supply chain. ...