According to a domestic financial holding company's investment advisory report released on November 11, Chuanhu (2059) reported October revenue of 4.562 billion NTD, up 191.06% year-over-year and 2.18% month-over-month. The rail-track component supplier outperformed peers including Quanxing (8210), Shen Ming Electronics (3013), and South Peak International (6584), all of which saw month-over-month declines due to component shortages and order delays affecting Nvidia's Vera Rubin 200 and AWS T3 water-cooled projects.

Analysts noted that Chuanhu's strong momentum was partially offset by reduced shipments of certain machine types and transition impacts from Nvidia's legacy and new platforms in September-October. For 2027, the investment firm maintained a buy rating with a price target of 17,810 NTD, citing demand for customized server cabinets from AMD MI450 and Power Rack projects.

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