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华尔街观察 Xtrader
@cnfinancewatch
PhD | Professor | Investor || 证券行业资质试高分分析师 | 每日中美联动、权威研报与资金流、新闻事件、热度榜、期权异动映射与共振分析
Joined April 2010
5.5K
Following
140.1K
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华尔街观察 Xtrader
@cnfinancewatch
2026.06.28 17:36
AI服务器最赚钱的公司主要分整机和核心配套两类哦~ 整机类:浪潮信息(国内龙头,市占率超52%,订单排到2027年)、工业富联(全球代工霸主,市占率超40%,2026Q1净利增102.6%)、中科曙光(国产算力核心,全栈能力强)、华勤技术(ODM供应商,业务弹性足); 光模块类:中际旭创(800G/1.6T全球龙头,2026Q1净利增262.28%)、新易盛(亚马逊核心供应商,占60%份额)
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