Huaxi Securities: AIDC construction remains highly robust, and power generation equipment such as diesel generators is expected to benefit significantly.

The domestic localization rate of diesel engines used in Chinese data centers is only 17%, indicating immense potential for domestic substitution.

Zhitong Finance10:56

CICC: The PMI index rose month-over-month in June; in July, focus on sectors such as AI infrastructure and optical module equipment.

In July, it is recommended to continue focusing on high-momentum sectors such as AI infrastructure, shipbuilding, construction machinery, and optical module equipment, as well as segments exhibiting strong earnings growth during the reporting season.

Zhitong FinanceJul 9 14:54

Is U.S. AI Being Constrained by Power Shortages? BofA: A 100-Gigawatt Gap Expected by 2030—These Companies Stand to Benefit!

① A recent Bank of America report indicates that the U.S. could face a 100-gigawatt power shortfall between 2026 and 2030, driven by surging demand from data centers and other sources, with actual power delivery capacity being the key constraint. ② Current U.S. electricity demand is growing at five times the rate observed over the past decade; the supply-demand gap may be mitigated through on-site natural gas turbines and battery energy storage, benefiting manufacturers of related equipment.

cls.cnJul 9 08:37

DJ Averages Closing 65 Stocks

Dow JonesJul 9 04:37

Bernstein Adjusts Price Target on Caterpillar to $1,002 From $879

MT NewswiresJul 8 21:39 · Ratings

Industrials Stocks With Perfect A+ EPS Revision Grades Ahead of Q2 Results

Seeking AlphaJul 8 21:25