Goldman Sachs: Increase the middle-intensity target to $2581

On 17 July, Goldman Sachs released a report that substantially increased the 12-month target price of the Middle Sharp (300308.SZ) from $1187 to $2581 to maintain the “buy-in” rating. Driven by three core factors: 1 and the growth in the volume of modular shipments based on silicon-ray technology, which was driven mainly by the accelerated deployment of the AI server rack. 2. Market expansion, from traditional scale-out to scale-up. 3. The upgrading of the product mix and the migration to higher speed and value-added products have led to a significant increase in the profitability of companies。