The Nvidia data center business is booming, and the company may be the core beneficiary winner. The current PE valuation is just over 20 times, analysts have not yet revised their profit forecasts, and another new Apple supplier.

① Nvidia's data center business is booming, and the company's supply of core electronics may be the core beneficiary. Currently, PE is valued at just over 20 times, and analysts have not yet revised their profit forecasts. ② is only two new A-share listed companies on Apple's supplier list, and analysts expect the company's "photovoltaic + energy storage" business to expand rapidly in the second quarter, and is expected to make a major breakthrough for domestic core customers this year.