Newsletter

Focus Stocks” Jianzhen: Exploiting dual AI business opportunities and boosting volume – Free Finance

Jianzhun opened higher today. (Extracted from Qimo Stock Market)

[Reporter Ou Yuxiang/Report from Taipei]AI stocks are on the offensive again. The cooling fan factory is planning to build (2421) all AI server and AI PC business opportunities. In addition to air cooling, it is also expected to benefit from the general trend of water cooling, which has attracted much attention recently. The market favored it. Yesterday, the three major legal entities bought more than 4,000 contracts, and the daily volume reached 17,000. Jianzhun opened higher today, rising 9% at one time. As of 9:30, the stock price rose 9.5 yuan or 7.76%. It was quoted at 132 yuan, with a trading volume of 26,000, indicating a surge in volume.

AI performance has boosted demand and specifications for cooling products. Jianzhun said that the growth momentum this year still depends on servers. In particular, the demand for AI servers has not dropped in the first quarter and will continue to increase this year. This will benefit Jianzhun’s operations. Demand for general-purpose servers is also expected It will continue to rise back to normal levels in the second half of the year. This year, servers and the nascent and fast-growing automotive field will serve as operational growth drivers. This year’s full-year revenue will return to positive growth.

Jianzhun also said that in the first quarter, AI product revenue accounted for more than 16%, falling between 16% and 20%. As for the water cooling field, in addition to continuing its layout, since fans still play an important role in the water cooling field, Jianzhun also said It will benefit from the general trend of water cooling and heat dissipation upgrades in the industry. Legal persons are also optimistic that as the proportion of AI revenue increases and the long-term trend of water cooling heat dissipation increases, Jianzhun’s profit performance will gradually improve.

Grasp the economic pulse with one hand
Click me to subscribe to Free Finance Youtube Channel

No need to draw, no need to rush, now use the APP to watch the news, guaranteed to win every dayClick me to download the APP 
Click me to see the activity details

Already added as a friend, thank you