Understanding the Market | EVA HOLDINGS rose over 6% in the late trading session, benefiting from the AI capital expenditure wave in the server chassis business. The company has entered the Huawei supplier system
EVA HOLDINGS rose over 6% in late trading, up 6.67% as of the time of writing, priced at HKD 1.28, with a trading volume of HKD 15.4839 million. On the news front, Citigroup recently significantly raised its AI capital expenditure forecast, stating that AI infrastructure deployment is accelerating rapidly. CMB International previously released a research report stating that EVA's revenue from its Mexican factory continues to grow and has achieved profitability for two consecutive years, which may benefit from more OEM business and new tariff policies. In addition, Huawei and Super Fusion are EVA's largest customers in the server chassis business, and EVA has entered Huawei's main supplier system for sheet metal structural parts, indicating that its market share may significantly increase in the future
According to the Zhitong Finance APP, EVA HOLDINGS (00838) rose over 6% in late trading, with a current increase of 6.67%, priced at HKD 1.28, and a trading volume of HKD 15.4839 million.
On the news front, Citigroup recently significantly raised its AI capital expenditure forecast, stating that AI infrastructure deployment is accelerating rapidly. CMB International previously released a research report stating that EVA's revenue from its Mexican factory continues to grow and has achieved profitability for two consecutive years, which may benefit from more OEM business and new tariff policies. In addition, Huawei and Super Fusion are the largest customers of EVA's server chassis business, and EVA has entered Huawei's main supplier system for sheet metal structural parts, indicating that its market share may significantly increase in the future
