These seven stocks can't be hidden anymore! GUOSEN SECURITIES states that the AI cabinet solution will continue to ramp up
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Guosen Securities pointed out that AI cabinet solutions will continue to scale up, with global capital expenditures by major cloud service providers expected to exceed USD 420 billion in 2025, and likely to set a new record in 2026. Morgan Stanley analysis states that global cloud capital expenditures may reach USD 820 billion in 2026, with capital expenditures on AI servers increasing by 70% year-on-year. Guosen Securities recommends focusing on seven stocks, including FII and Huaqin
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