資料中心及白牌伺服器| 淺談股海- 科技產業股票投資研究

雲端應用百百種，從出租雲端空間、AI 運算效能到生活應用無所不包，哪些廠商具備高度前景？哪些是白牌伺服器兵家必爭之地？哪些國家又將勝出？本篇將從應用層面出發， ...  ​informationCenter​Therearemanytypesofdatacenters,somehavehighergrossprofit,andsomehavegrossprofitlessthanhalfofcompetitors.Serversarealsodividedintowhite-brandserversandbrand-nameservers.Thisarticlewilltakereaderstounderstandthedatacenterandserverindustryinanall-roundway.​informationCenter Part1​ComprehensiveunderstandingofthedatacenterReadthefulltextTherearehundredsofcloudapplications,fromrentingcloudspace,AIcomputingperformancetolifeapplications.Whichvendorshavehighprospects?Whicharetheareaswherethewhite-labelserverwarriorsmustcompete?Whichcountrieswillwinagain?Thisarticlewillstartfromtheapplicationlevelandtakereaderstounderstandtheprospectsoffutureapplications.​informationCenter Part2​In-depthanalysisofcloudapplicationtrendsReadthefulltextCloudservicesareahugesystem.Thisarticlewillcomprehensivelyanalyzetheconceptstocksinvolved,fromupstreamchipstodownstreampowersupplies,fromTaiwanstockstoU.S.stocks,coveringtheglobalsupplychain,andidentifyinghigh-valuestocksthatareworthinvestinginthesupplychain..​informationCenter Part3UnderstandingthedatacenterconceptstockReadthefulltextThefivemajorserverfoundriesintheworldaregatheredinTaiwan,andeachfoundryhasdifferentproducts,withhighandlowgrossprofitmargins;bydismantlingQuanta,Wisdom,HonHai,Inventec,andMitacinallaspects,findoutworthyinvestmentTheconceptstocksofwhite-labelserversandclouddatacenters.​informationCenter Part4ThefivetigersoftheserverwillhaveabigPKReadthefulltextThisarticlewillintroducethekeyfactorsofrevenue,EPS,andstockpriceofwhite-brandserverssuchasQuantaandWivyinTaiwan,aswellashowIntel’sCPUwillaffectindustrychanges,andhowthepricesofkeycomponentswillaffecttheindustryGrossprofitmargin.​informationCenter Part5FactorsaffectingtheserverindustryReadthefulltextSuchas:Amazon,Google,IBM,Microsoft,Baidu,Tencent(HKG:0700),HonHai(2354),Inventec(2356),Quanta(2382),Wisdom(6669),Pegatron(4938),ChinaZhi(3515),Mitac(3706)...etc.Datacenterrelatedstocks​Browsestockprices