Institutional investors are fiercely debating two Chinese industrial firms, Sieyuan Electric and Jereh, over their exposure to U.S. AI data centers, while the broker's top picks are Sieyuan, Hanbell, and Putailai.
Broker remains bullish on long-term growth stories in China's electrification and AI data center supply chain, favoring Sieyuan, Hanbell, and Putailai despite near-term uncertainties.
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