高盛:鸿海(服务器新平台放量上升;目标价上调至227新台币;买入
AIGC人工智能·2024-05-30 12:33
更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 29 May 2024 | 1:28AM HKT Hon Hai (2317.TW): Rising AI server on new platform ramp up; TP up to NT227 (vs. previously at NT$201), reflecting the AI servers ramp up allen.k.chang@gs.c研om报 Goldman Sach和s (Asia) L.L.C. 要 ahead. We see Hon Hai as well-positioned in the upcoming rack-level AI servers, 纪 调Ve研rena Jeng given (1 ...