華勤技術(603296.SH):今年數據業務經營指標會保持高速的增長
格隆匯8月1日丨華勤技術(603296.SH)披露投資者關係活動記錄表顯示,公司數據業務規劃是全面擁抱AI,發揮ODM的研發優勢和供應鏈優勢,踐行“頭部CSP市場與行業/渠道市場”的雙輪驅動業務策略,今年在頭部CSP客户中實現AI服務器、通用服務器和交換機的全棧式產品發貨,其中AI服務器發貨在2023年基礎上繼續高速增長,二季度開始批量出貨進行新一代的人工智能訓練服務器和行業推理服務器。同時,公司成立了數據業務行銷中心持續拓展行業客户。今年數據業務經營指標會保持高速的增長。
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