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博傑股份(002975.SZ):公司AI服務器在業務比重佔20%左右
格隆匯 03-05 20:08

格隆匯3月5日丨博傑股份(002975.SZ)於近期投資者關係活動表示,公司AI服務器在業務比重佔20%左右。公司是N客戶供應商,主要爲其實驗室自研服務器產品做檢測,已經拿到VendorCode,檢測內容有GPU模組、服務器主板等電學檢測。爲匹配海外客戶需求,目前公司已在墨西哥佈局生產基地。未來AI服務器業務增長邏輯一是增加對客戶檢測需求的設備供應和提升設計能力,二是不斷切入客戶各類產品量產產線的檢測設備,該業務是持續迭代有持續需求的產業,未來增速會比較快。

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