Goldman Sachs SELL

Wiwynn (6669)

Jul 31, 202612 pages页

From the report报告摘录AI Server Demand Acceleration: 32% CAGR revenue growth (2026-28E) driven by US CSP AI spending (21% CAGR), agentic AI demand (June revenue +33% MoM), and new GPU/ASIC server adoption; Q3 revenue expected +28% QoQ.

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