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Goldman Sachs significantly lowered the Global AI Server shipment volume, and simultaneously adjusted the corresponding supply chain stock price expectations downward.
Goldman Sachs believes that factors such as the impact of the product transition period, supply and demand uncertainty, and production complexity challenges will lead to a slowdown in market growth, reducing the shipment volume of rack-level AI servers in 2025 and 2026 from 0.031 million units and 66,000 units to 0.019 million units and 57,000 units (calculated as 144-GPU equivalent).
Concerns remain as the market shows signs of recovery after hitting a bottom, with deep-sea Technology and cyclical stocks becoming the focus of attention.
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Large-cap Stocks With Highest Percentage of Buy Ratings Vs. SA Quant Ratings
China is promoting the growth of the commercial space industry.
[Space Business] China is reportedly promoting the growth of the commercial space industry to narrow the gap with Elon Musk's U.S. space development company, SpaceX. At least six Chinese-made rockets are designed with reuse in mind and are expected to make their first flight within the year. The Chinese government and local governments are injecting billions of dollars into private companies. <7203> Toyota <7721> Tokyo Instrument <2359> Core <3004> Shin-ei <3401> Teijin
Hyundai Pledges $21B Investment in U.S. Manufacturing
OpenAI Expands Roles for Trio of Company Leaders
