高盛：近期人工智能服务器机架出货前景趋缓；下调估值预期和目标股价
高盛·2025-03-25 02:20
24 March 2025 | 5:15PM CST Taiwan Technology: Components Slower AI server rack shipment outlook in the near-term; cut estimates/TPs; Buy Delta, EMC,TUC & GCE Our Global technology team sees further downside to the AI server shipment outlook (mainly for GPU AI server) in the near-term and have cut the global AI server rack shipment estimate by 35/10% in 2025/26E (see more details here). We expect the slower than expected AI server rack shipment to be mainly impacted by (1) slower than expected demand from AI ...