Investing.com - 瑞穗上调了多家全球AI服务器和半导体公司的预期和目标价,理由是"中国台湾AI服务器ODM 5-7月收入强劲"、超大规模云服务提供商大幅增长以及中国新授予的许可证。该公司表示,纬创资通(Wistron)的收入环比跃升59%,而纬颖(Wiwynn)和富士康(Foxconn)上涨23%,称这对"第三季度Nvidia和戴尔(DELL)是利好"。瑞穗补充称,"GB200/...
Source LinkInvesting.com - 瑞穗上调了多家全球AI服务器和半导体公司的预期和目标价,理由是"中国台湾AI服务器ODM 5-7月收入强劲"、超大规模云服务提供商大幅增长以及中国新授予的许可证。该公司表示,纬创资通(Wistron)的收入环比跃升59%,而纬颖(Wiwynn)和富士康(Foxconn)上涨23%,称这对"第三季度Nvidia和戴尔(DELL)是利好"。瑞穗补充称,"GB200/...
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