AI server concept stocks enter a breakout period! List of 14 strong stocks with doubled revenue revealed (including Wistron NeWeb, Wistron, and ZTE)

Revenue and Capital Double Recognition: The Dark Horse Emerges

After the July listed company revenue reports were announced, a batch of outstanding performers appeared in the market. These companies not only saw their monthly revenue year-over-year growth exceed 50%, but more importantly, they also attracted continuous institutional investment, with their stock prices significantly outperforming the market.

According to the latest statistics, a total of 14 strong stocks meet all three criteria: “July revenue YoY growth over 50%”, “Net buying by the three major institutional investors over the past 10 days exceeding 1,000 shares”, and “Stock price leading the market in gains”. The complete list includes:

Gaoji (5439), Wistron (6669), ZhiBang (2345), Wistron NeWeb (3231), Hongjun (2354), Qihong (3017), Maolun (6227), Fushida (6805), Rongqun (8034), Apacer (8271), King Yuan Electronics (2368), Gaoli (8996), Wistron Tech (16675)

The backing force behind this list comes from the companies’ high order visibility, product line upgrades, and the strong rebound in market demand.

AI Server Concept Stocks Become Growth Engines

The hottest focus in the global tech industry right now is AI servers and high-speed network connectivity industries. Driven by active expansion in cloud data centers and sustained demand for core equipment such as AI accelerators, related supply chain companies are the most direct beneficiaries.

Wistron, ZhiBang, and Wistron NeWeb are the main beneficiaries of this trend. Wistron (6669) and Wistron NeWeb (3231), in particular, due to their key positions in the AI server field, have become market focal points. ZhiBang (2345), leveraging its advantages in network equipment, is also sharing industry dividends simultaneously.

Multiple Industry Lines Simultaneously Power Up

Besides the main AI server line, the related industry ecosystem is also showing a multi-point blooming pattern.

Opportunities in robotics and gaming consoles are emerging simultaneously. Hongjun (2354) not only benefits from Nintendo Switch 2’s hot sales, but the company also announced a bold investment of over $1 billion USD for strategic deployment, demonstrating confidence in future markets.

Cooling technology becomes a rigid demand. Gaoli (8996) performs outstandingly in liquid cooling and heat exchangers, with order visibility at a high level, fully reflecting its core competitiveness in the industry.

High-end components and materials face upgrade opportunities. King Yuan Electronics (2368) focuses on high-end PCBs, Qihong (3017) specializes in heat dissipation modules, and companies like Fuchao and other specialty material manufacturers, due to increased technical barriers and accelerated market penetration, have successfully achieved simultaneous growth in shipment volume and product unit price (ASP), presenting a “volume and price increase” favorable situation.

Short-term Volatility Risks Need Attention

Currently, the ongoing US tariffs on Taiwanese goods continue to disturb market sentiment. After the US announced a 20% “temporary tariff rate,” rumors about the actual calculation method have proliferated, adding uncertainty to the market. Institutions generally expect the Taiwan stock market to remain highly volatile in the short term.

Estimating with a 20% tariff rate, it could lead to an approximate 4.5% profit reduction for Taiwanese companies overall, mainly impacting machinery and related industries. Considering Taiwan’s products already face slightly higher tax rates than Japan and South Korea, industry profits may further decline. Additionally, factors such as weakening Q3 momentum, potential foreign exchange losses in financial reports, and US Section 232 investigations could all trigger market pullbacks.

Investment Advice: Fundamentals Are King

Despite the impressive performance of AI server concept stocks, investors should return to fundamental analysis. While appreciating these revenue and capital-strong stocks, close attention should be paid to the upcoming Q2 financial report details, selecting stocks with long-term growth prospects and relatively reasonable valuations, adopting a “buy on dips” strategy to cope with potential market volatility.