Industrial Securities: Which industries currently have low valuations and strong performance?
The congestion in most directions of the AI Industry Chain has significantly eased, but in April, which focuses more on performance, the key is still to find directions with strong internal performance certainty and cost-effectiveness.
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).
Tesla (TSLA) Faces AI & EV Market Challenges as Analyst Lowers Price Target
The Early Adopters of AI Productivity and Their Use Cases – Goldman
Sinolink: The expectation for the transfer of AMC to Huijin Brokerage mergers and acquisitions has increased. Focus on AI + financial catalysts.
Sinolink believes that with the active market trading, improvement in Brokerage Business, accelerated deployment of DeepSeek by brokerages, and increased expectations for mergers and acquisitions, there is a bullish outlook for the valuation and performance of the Brokerage Sector.
This Is the Beginning of an Energy Super Cycle – Canaccord Genuity
