| 房号 | 名称 | 涨跌幅 ▼ | 两日图 | 申万一级行业 | 申万二级行业 | 申万三级行业 | 总市值 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 东方国信 | 20.02% | | 计算机 | IT服务II | IT服务Ⅲ | 141亿 | 18.57亿 | | 2 | 光环新网 | 10.58% | | 通信 | | 通信服务 通信应用增值服务 | 299亿 | 31.36亿 | | 3 | 易华录 | 7.93% | | 计算机 | IT服务II | IT服务Ⅲ | 971Z | 6.83亿 | | 4 | 奥飞数据 | 7.84% | mporner | 道信 | | 通信服务 通信应用增值服务 | 236亿 | 18.06亿 | | 5 | 大 秀 | 6,54% | 1 | 传媒 | 广告营销 | 营销代理 | 1447 | 16.75亿 | | 6 | 拓尔思 | 6.42% | 1 | 计算机 | 软件开发 | 垂直应用软件 | 203亿 | 9.06亿 | | 7 | 国网信通 | 6. ...

证券日报网讯 1月26日，曙光数创发布公告称，公司聘任范娟女士为公司副总经理。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 1月26日，曙光数创发布公告称，公司聘任张鹏先生为公司副总经理。 ...

（文章来源：证券日报） 证券日报网讯 1月26日，曙光数创发布公告称，公司聘任姚勇先生为公司副总经理。 ...

证券日报网讯1月26日，曙光数创发布公告称，公司聘任张卫平女士为公司副总经理。 ...

证券日报网讯1月26日，曙光数创发布公告称，公司聘任崔鹏洋先生为公司董事会秘书。 ...

证券日报网讯1月26日，曙光数创发布公告称，公司聘任崔鹏洋先生为公司财务负责人。 ...

Core Insights - The current reality of AI chips in data centers reveals that significant investments may yield less than 60% of their theoretical value due to power consumption issues [1] - The expansion of computing power is outpacing electricity supply, reshaping the development logic of the data center industry [1] Group 1: Power Consumption Challenges - The disconnection between AI chip technology and actual data center usage is a core issue leading to high power consumption [2] - Many AI chips focus on peak computing power rather than balancing efficiency and power usage, resulting in wasted energy [2] - The rapid increase in computing demand, with a growth rate of 74.1% in 2024, exacerbates the power consumption problem, turning data centers into "power black holes" [3] Group 2: Cooling Technology Innovations - Data centers rely heavily on cooling systems, which account for over 38% of total power consumption, with some cases exceeding 50% [4] - Liquid cooling technology is emerging as a key solution, with three main types: cold plate liquid cooling, immersion cooling, and spray cooling [5][6] - Despite being the most efficient, liquid cooling technology has a low adoption rate of about 10% in the industry [7] Group 3: Market Dynamics and Competitive Landscape - Companies like NVIDIA and AMD are developing customized liquid cooling solutions to enhance cooling efficiency and adapt to high-density computing environments [8] - In China, Shuguang Shuchuang leads the liquid cooling infrastructure market with a 56% share, providing solutions to major internet firms [9] - The overall manufacturing advantage of China is becoming evident in the transformation of data centers, with the manufacturing sector's value surpassing that of the US [10][11][12] Group 4: Future Directions - The future of data centers will prioritize intelligent design over sheer size, focusing on efficient power usage and effective cooling solutions [13]

Core Viewpoint - The CPO concept stocks in the A-share market have shown strong performance, with several companies experiencing significant price increases [1] Group 1: Stock Performance - Robotech and Lantech both surged over 14% [1] - Huada Technology, Woge Optoelectronics, Tongfu Microelectronics, and Kechuan Technology reached the 10% daily limit up [1] - Benkawa Intelligent increased by over 8% [1] - Changdian Technology, Huamao Technology, and Hengtong Optoelectronics rose over 6% [1] - Tiantong Co., Shuguang Digital Creation, Cambridge Technology, Juguang Technology, and Taicheng Technology all gained over 5% [1]

证券日报网讯1月6日，曙光数创发布公告称，公司将于2026年1月22日召开2026年第一次临时股东会。 ...