CMSC International: AIDC Industry Becomes a Core Engine of the Machinery Industry, Focusing on the Gas Turbine Field

CMSC International released a research report stating that the Artificial Intelligence Data Center (AIDC) industry is benefiting from the strong momentum of global AI development and computing power expansion, becoming the core growth engine of the machinery industry. Gas turbines are benefiting from the growth of North American energy bottlenecks and order volume, with both quantity and price showing a clear upward trend. Stock price analysis of the industry shows that market confidence in diesel engines, liquid cooling, and gas turbines has increased since the beginning of the year. The firm maintains an "overweight" rating on the industry, and recommends focusing on the gas turbine, diesel generator, and cooling equipment sectors, where sales and prices are growing in sync.