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GS POWERING UP EUROPE Booming Datacenter pipeline and AI spending boom - the pivotal role of energy

海外研报

GS Quanta (2382.TW): AI server racks ramping up; Model transition and PC pull in may weigh on 3Q26; Neutral

海外研报

GS Sieyuan Electric (002028.SZ): Phase III transformer expansion to further support export growth; reiterate Buy

海外研报

GS Sony Group (6758.T): SME management meeting: Strong catalog:high market share ensures favorable positioning in the AI era; Buy

海外研报

GS South Africa Banks: Broadly resilient trends in April’26

海外研报

GS South Africa: Inflation Rises in May But Surprises Consensus Significantly to the Downside

海外研报

GS SUNeVision Holdings (1686.HK) Positive readacross from accelerating data center power consumption growth and enhanced cross-region connectivity in Hong Kong; Buy

海外研报

GS UK—Inflation Comes in Below Consensus in May

海外研报

GS United Kingdom Insurance: Property & Casualty: UK Motor: Price increases continue in May per ONS data, potentially ahead of claims

海外研报

GS Utilities Daily: Powering Up Europe: Booming Datacenter pipeline and AI spending boom - the pivotal role of energy :: Iberdrola launches

海外研报