2 October 2026 | 5:46PM HKT Equity Research Inspur (000977.SZ): AI server growth on rising AI demand in China; 2Q26 NI better than midpoint guidance; Sell As the leading supplier of AI servers for leading China CSPs, the company continues to ride on growing China CSP capex and company's comprehensive product offerings (computing platform, liquid cooling solution, Agent infrastructure to improve efficiency). The company's 2Q26 NI was 19%/ 14% higher than our estimates and company's midpoint guidance (Report ...