In recent years, the artificial intelligence server market has flourished and has become the focus of attention of the technology industry. According to the report of TrendForce TrendForce and the strong performance of related concept stocks in the A-share market, the AI server market prospects are bright. This article will conduct in-depth analysis of the growth trend of the AI server market and the performance of related stocks in the A-share market to provide reference for investors.
According to the latest research report from TrendForce, global AI server shipments are expected to achieve an annual growth of nearly 28% in 2025. This growth is driven mainly by DeepSeek, where cloud service providers (CSPs) will be more proactive in developing their own ASIC solutions at lower cost. In addition, the market focus will gradually shift from AI training to AI inference, and it is expected that by 2025, the market share of AI inference servers will be close to 50%.
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In the A-share market, concept stocks related to the server business also showed strong growth momentum. Data shows that there are currently 31 concept stocks related to server business on the market, which generally rose after the holiday. , the rise in these stocks reflects the market's optimistic expectations for the AI server outlook.
Judging from the performance, a total of 18 stocks released their 2024 annual performance forecasts, of which 5 stocks expected to perform performance growth, 2 stocks successfully turned losses into profits, and 1 stock reduced losses. , This further reflects the booming development of the AI industry and the market's confidence in related companies.
Key points:
Global AI server shipments are expected to increase by nearly 28% year-on-year in 2025.
31 server concept stocks in the A-share market generally rose, with Tuowei Information having the highest increase.
18 stocks released their 2024 performance forecast, and Zhiwei Intelligent expects a significant increase in net profit.
In short, the AI server market is developing rapidly and has huge future growth potential, and related concept stocks are also attracting market attention. Investors need to analyze carefully and invest rationally.