长江证券研报指出，随着AI服务器和数据中心对电力需求的不断增加，英伟达正在设计下一代AI数据中心动力总成架构。目前，英伟达与英飞凌、台达、光宝、麦格米特、伊顿、施耐德电气、维谛等合作伙伴正在共同推动AI 数据中心供电体系的重构，由此可见电源为其中的关键一环。在AI数据中心变革的背景下，持续强调麦格米特的核心成长逻辑在于：机柜产品拓展+机房产品延伸，供电业务平台化可期。麦格米特目前为大陆地区唯一与英伟达进行电源合作的企业，认为伴随英伟达对AIDC行业的推动，AI电源有望成为公司新成长点。维持“买入”评级。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.