According to the latest research report from TrendForce, global AI server shipments are expected to achieve nearly 28% annual growth by 2025. This growth is primarily driven by DeepSeek, as cloud service providers (CSPs) become more proactive in developing cost-effective proprietary ASIC solutions. Furthermore, the market focus will gradually shift from AI training to AI inference, with AI inference servers expected to account for nearly 50% of the market share by 2025.
Image Source Note: Image generated by AI, licensed from Midjourney
In the A-share market, concept stocks related to server businesses have also shown strong growth momentum. Data shows that there are currently 31 concept stocks related to server businesses in the market, all of which have generally risen after the holiday. The rise in these stocks reflects the market's optimistic outlook on the future of AI servers.
In terms of performance, a total of 18 stocks have released earnings forecasts for 2024, with 5 stocks expecting an increase in performance, 2 stocks successfully turning losses into profits, and 1 stock reducing its losses. This further demonstrates the vigorous development of the AI industry and the market's confidence in related companies.
Key Highlights:
🌟 Global AI server shipments are expected to grow nearly 28% annually by 2025.
📈 In the A-share market, 31 server concept stocks have generally risen, with Topway Information showing the highest increase.
💡 18 stocks have released earnings forecasts for 2024, with Zhiwei Intelligent expected to see significant net profit growth.
