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華西證券:液冷已經從“選配”到“必配”
格隆匯 07-26 09:12

華西證券研報指出,在AI芯片架構升級的大趨勢下,高算力與高功耗相匹配,英偉達相關產品功耗已經超過風冷極限,液冷已經從“選配”到“必配”,建議關注:1)服務器內側端,飛榮達等;2)液冷建設端,全鏈條式解決:高瀾股份等;3)液冷建設端,服務器廠商:工業富聯等;4)液冷建設端,IDC建設:奧飛數據等;5)液冷基礎設施提供商:強瑞技術、川環科技等。

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