Reported 7 months ago
The weighted index broke through the 22,000-point barrier as of June 12, 2024, with market attention on strong stocks in the AI sector. Experts advise investors to focus on the most promising themes, with Delta Electronics (2308) and Wiwynn (6669) gaining favor from foreign investors for their operational prospects. Delta Electronics showcased AI power supplies and liquid cooling solutions at COMUPTEx this year, receiving recognition from foreign investors. Institutional investors believe that Delta Electronics continues to excel in AI infrastructure power supplies and liquid cooling. Foreign investors are optimistic about future AI product launches, expecting double-digit revenue growth next year, leading to an increase in profit forecasts and a target price upgrade from 355 to 400 yuan for Delta Electronics. Wiwynn, an AI server manufacturer, had multiple foreign institutions raise their target prices after a conference on the 11th. With the ASIC server market propelling growth, Wiwynn is expected to see increased revenue contributions from AI servers and NRE projects gradually adding to its profitability.
Source: YAHOO