AI server concept stocks surge! The profit engines with over 50% annual revenue growth in 14 stocks, and the logic behind continuous capital deployment

Double Advantage Overlay: Revenue Explosion and Capital Recognition Occur Simultaneously

The revenue data for listed companies in July reveals a striking phenomenon—several companies experienced monthly revenue year-over-year growth rates exceeding 50%, and more importantly, continued support from institutional funds. According to the latest statistics, there are 14 strong stocks that meet all three conditions: “Revenue YoY growth over 50%”, “Net institutional buyover of over 1,000 shares in the past ten days”, and “Stock price leading the market index’s gains”. This list includes:

Gaoji (5439), Wistron (6669), ZB (2345), Wistron NeWeb (3231), Hon Chuan (2354), Qihong (3017), Maolin (6227), Fuhsiada (6805), Rongqun (8034), Apacer (8271), King Yuan Electronics (2368), Gaoli (8996), Apacer Technology (16675), etc.

Behind this list reflects a comprehensive result of high order visibility, optimized product mix, and strong market demand recovery.

AI Server Concept Stocks Become the Main Driving Force

In the technology industry momentum, the demand for AI servers and high-speed network connectivity is rising at an unexpectedly rapid pace. This trend directly drives coordinated growth across the entire industry chain.

Wistron, ZB, Wistron NeWeb, and other manufacturers are the most immediate beneficiaries. Their growth engines stem from the global cloud data center expansion cycle and the persistent strong demand for core computing equipment such as AI accelerators. This supply-side certainty makes the future growth potential of these companies highly regarded by the market.

In comparison, robotics concept stocks also perform commendably. Focus stock Hon Chuan not only rides the wave of Nintendo Switch 2’s hot sales but also announced a strategic layout with an investment of up to US$1 billion (close to NT$30 billion). This demonstrates corporate ambition and is seen as an important move to strengthen long-term competitiveness and expand into international markets.

Heat Dissipation and High-End Components: Invisible Beneficiaries

Cooling technology, as a key component supporting high-efficiency computing, is becoming increasingly important. Gaoli has shown outstanding performance in liquid cooling and heat exchangers, with high order visibility, highlighting its core position in the AI server industry. The company’s strong order intake reflects the heating-up of the entire cooling solution market.

Additionally, high-end component and material suppliers are also gaining upgrade opportunities. King Yuan Electronics (high-end PCB), Qihong (cooling modules), Fuhsiada, and other companies are successfully driving shipment growth and product prices upward due to increased product technical barriers and accelerated market penetration, forming a favorable pattern of “volume and price increase together.”

Market Volatility Risks Cannot Be Ignored

Currently, market sentiment is affected by ongoing US tariffs issues on Taiwanese goods. The US announced a 20% “temporary tariff rate,” which has sparked various speculations about the calculation method, adding uncertainty. Institutional investors generally expect that Taiwan stocks may remain volatile at high levels in the short term.

Calculating with a 20% tariff rate could lead to an overall profit reduction of about 4.5% for Taiwanese companies, mainly impacting machinery and related industries. Taiwan’s products already face slightly higher tariffs than Japan and Korea, and industry profits still face downward pressure. Weak momentum in Q3, potential forex losses in Q2 earnings reports, and variables like US Section 232 investigations could trigger market pullbacks.

Investment Strategy: Prioritize Fundamentals, Manage Risks Simultaneously

Although these 14 AI server concept stocks demonstrate both revenue and capital advantages, investors should closely monitor upcoming Q2 financial details, especially gross margin, order visibility, and exchange rate impacts. Seeking targets with long-term prospects and reasonable valuations, and adopting a “buy on dips” strategy to cope with potential market volatility, is the prudent approach to investment.