【全榜单】专业选手"实战大赛"TOP榜：股票组榜首收益率剑指200% 新浪财经主办、银华基金独家合作的"第二届金麒麟最佳投资顾问评选"活动火热进行中！超3000名专业 投顾模拟组合火热PK中！ 金麒麟最佳投资顾问评选活动旨在为投资顾问提供一个展示形象、扩围服务、提升能力的舞台，为优秀 投资顾问与大众投资人搭建沟通对话的桥梁，助推中国财富管理行业健康发展。 【ETF十大买入榜】 专题：A股专业选手实战大赛丨十大热股榜 | 排名 | 股票代码 | 股票名称 | | --- | --- | --- | | 1 | sz300308 | 中际旭创 | | 2 | sz002050 | 三花智控 | | 3 | sz002463 | 沪电股份 | | 4 | sh600699 | 均胜电子 | | 5 | sz300394 | 天孚通信 | | 6 | sh600745 | 闻泰科技 | | 7 | sz300588 | 熙菱信息 | | 8 | sz300450 | 先导智能 | | 9 | sh688981 | 中芯国际 | | 10 | sz300136 | 信维通信 | 说明：（1）十大买入个股/ETF榜数据为 ...

证券之星消息，10月21日计算机设备板块较上一交易日上涨1.81%，微创光电领涨。当日上证指数报收 于3916.33，上涨1.36%。深证成指报收于13077.32，上涨2.06%。计算机设备板块个股涨跌见下表： 从资金流向上来看，当日计算机设备板块主力资金净流入15.43亿元，游资资金净流出6.13亿元，散户资 金净流出9.3亿元。计算机设备板块个股资金流向见下表： | 代码 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | | 603019 中科曙光 | 5.71 Z | 10.89% | -2.04 Z | -3.90% | -3.67 Z | -6.99% | | 000977 浪潮信息 | 4.83 Z | 11.12% | -2584.14万 | -0.59% | -4.58 Z | -10.52% | | 300368 汇金股份 | 1.74亿 | 8.08% | -2891.14万 | -1.34% | -1.45 Z | -6. ...

招商证券指出，海外科技企业持续加大AI领域创新。Oracle在资本市场日就人工智能基础设施项目的毛利率及最新订单情况、公司长期财务目标给出了更为 清晰的指引更新，进一步加深市场信心，目前公司RPO超过5000亿美元。除Oracle外，OpenAI与博通计划于2026年推出定制数据中心芯片，部署10GW的 OpenAI设计的AI加速器。此外，英伟达正式发布基于GB10 Grace Blackwell超级芯片的DGX Spark桌面AI超算。 今日（10.21），算力板块再度反攻，云计算ETF汇添富（159273）大涨超4%，盘中成交额快速逼近6000万元，已远超昨日全天！截至10月20日，最新规模 近16亿元，同类持续领先！ | 分时 多日 1分 5分 15分 30分 60分 日 周 月 元 综合屏 F9 前复权 超级叠加 画线 工具 © 2 | > | 云计算ETF汇添富 | | 15 | | --- | --- | --- | --- | --- | | 159273.SZI云计算ETF汇添富I 2025/10/21 收 1.295 幅 4.10%(0.051) 开 1.256 高 1.296 低 1.24 ...

每经AI快讯，有投资者在投资者互动平台提问：请问贵公司在服务器液冷技术方面有多少专利？具备 哪些优势？面对贵公司的众多投资者对这些情况应该具有一定知情权，望切勿多次视而不见。履行董秘 应有的职责同时也是激发市场的投资热情。 浪潮信息（000977.SZ）10月20日在投资者互动平台表示，司发布全栈液冷产品，全线服务器产品均支 持冷板式液冷，并从部件、整机到数据中心，持续进行液冷产品创新。公司还提供从规划设计到建设实 施的液冷数据中心全生命周期整体解决方案，为用户全方位打造绿色节能数据中心交钥匙工程。累计拥 有800多件液冷技术领域核心专利，已参与制定20余项冷板式液冷、浸没式液冷相关设计技术标准，牵 头编写国内首批冷板式液冷核心部件标准、首个液气换热型液冷数据中心技术标准，并牵头立项了液冷 领域的国际标准，为国内液冷优秀解决方案走向全球奠定了基础。更多信息请您关注公司定期报告和公 司官方网站。 （文章来源：每日经济新闻） ...

证券之星消息，10月20日计算机设备板块较上一交易日上涨0.03%，中威电子领涨。当日上证指数报收 于3863.89，上涨0.63%。深证成指报收于12813.21，上涨0.98%。计算机设备板块个股涨跌见下表： 从资金流向上来看，当日计算机设备板块主力资金净流出4.84亿元，游资资金净流出2.15亿元，散户资金 净流入6.99亿元。计算机设备板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 610509 | 中科曙光 | 1.17亿 | 2.84% | 6672.47万 | 1.62% | -1.84 Z | -4.46% | | 300270 中威电子 | | 9808.08万 | 20.15% | -4810.11万 | -9.88% | -4997.97万 | -10.27% | | 000977 浪潮信息 | | 7614.00万 | 2.39% | -6154.82万 | -1.9 ...

Core Insights - The article discusses the current landscape of the business intelligence (BI) industry in China, highlighting key players and their market positions, as well as their product offerings and business strategies. Group 1: Overview of Listed Companies - The main listed companies in the business intelligence sector include Baidu Group, NetEase, Inspur Information, Meilin Data, and Shuju Software, with a limited number of players in the market [1][2]. - Baidu Group is recognized as a leading AI company with a strong internet foundation, while NetEase is noted for its internet technology capabilities [2]. - Inspur Information is identified as a leader in the transition from large-scale standardization to large-scale customization in the server industry [2]. Group 2: Financial Performance - Alibaba leads in revenue with 996.347 billion yuan projected for 2024, followed by other companies with varying revenue scales [8]. - The registered capital of Inspur Information is the highest at 1.472 billion yuan, while Shuju Software has the lowest at 30 million yuan [8]. Group 3: Product Offerings and Features - Various BI products such as QuickBI, SugarBI, and others have distinct features, focusing on different aspects of data processing and decision-making [9][10]. - QuickBI by Alibaba supports over 40 data sources and is designed for various industries including retail and finance, while SugarBI by Baidu offers over 100 visualization components [10]. Group 4: Business Intelligence Product Performance Comparison - The BI products from different companies cater to diverse needs, with Alibaba and Tencent covering the most comprehensive range of services across the BI stack [11]. - Baidu focuses on foundational layers like chips and cloud computing, while NetEase emphasizes application layers [11]. Group 5: Customer Base and Market Penetration - Alibaba's QuickBI has over 1,000 benchmark cases in finance and manufacturing, with a 65% year-on-year increase in overseas customers [13]. - Other companies like Inspur Information and Meilin Data have also established significant customer bases across various industries, including state-owned enterprises and leading firms [13]. Group 6: Business Strategies and Future Plans - Companies are focusing on AI technology integration and product optimization to enhance their market positions and support clients' digital transformation [14]. - Each company has specific strategies, such as Alibaba's focus on AI in e-commerce and cloud services, and Baidu's aim to build an AI ecosystem around its cloud offerings [14].

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report emphasizes the continuous recommendation of domestic investment opportunities due to increasing external technology controls and the ongoing promotion of domestic innovation policies, indicating a clear trend towards self-sufficiency in key technologies [6][13] - The performance of leading domestic computing companies is showing significant revenue growth, validating the trend of domestic industrial development [7][14] Summary by Sections Weekly Perspective - The report highlights the sustained recommendation of domestic investment opportunities, noting a decline in the CSI 300 index by 2.22% and a 5.61% drop in the computer index during the week of October 13-17, 2025 [5][12] Company Dynamics - Haiguang Information reported a revenue of 40.26 billion yuan for Q3 2025, marking a year-on-year growth of 69.60% and a net profit of 759.99 million yuan, up 13.04% [16] - Cambricon Technologies achieved a revenue of 1.727 billion yuan in Q3 2025, with a staggering year-on-year increase of 1332.52%, and a net profit of 567 million yuan, indicating a strong turnaround [14] Investment Recommendations - Key domestic software companies recommended include Kingsoft Office, Dameng Data, and others, while leading domestic computing companies such as Haiguang Information and Sugon are also highlighted for their growth potential [8][15]

Core Viewpoint - The liquid cooling cabinet is an efficient cooling device that uses liquid as a heat transfer medium, crucial for data centers aiming to reduce carbon emissions and meet high-density cooling demands driven by the rise of generative AI. The global shipment of liquid cooling cabinets is expected to reach 150,000 units by 2026 and 470,000 units by 2030 [1][5]. Group 1: Industry Definition and Classification - Liquid cooling cabinets are defined as high-efficiency cooling devices that utilize liquid to dissipate heat from servers and other equipment. They integrate key components like cooling liquid distribution units and monitoring systems into a standard cabinet framework, creating a plug-and-play cooling environment [2][4]. - The main types of liquid cooling cabinets include cold plate, immersion, and spray cooling cabinets, with cold plate cabinets being the most widely used due to their simple structure and lower costs [3]. Group 2: Current Industry Status - The global liquid cooling cabinet industry is experiencing growth due to the increasing focus on energy conservation and carbon reduction in data centers, which are significant carbon emitters. The demand for high-density cooling solutions is rising alongside the development of generative AI [5]. - In China, the liquid cooling cabinet market is expanding rapidly, driven by strong governmental support for AI infrastructure. The number of operational data center racks in China is projected to grow from 8.1 million in 2023 to 22.5 million by 2025 [6][8]. Group 3: Industry Supply Chain - The liquid cooling cabinet supply chain includes components such as cabinet bodies, independent compartments, connectors, condensers, cooling towers, pumps, monitoring systems, and electrical control systems. The midstream involves manufacturing and system integration, while the downstream applications are primarily in data centers and AI computing centers [8][9]. Group 4: Competitive Landscape - The liquid cooling cabinet market is witnessing explosive growth, with several domestic companies actively investing in liquid cooling technology. Key players include Inspur Information, Industrial Fulian, H3C, Dell, Supermicro, and Huawei Digital Energy, among others [10][11]. - Inspur Information has adopted an "All-in Liquid Cooling" strategy, continuously innovating its product offerings to support liquid cooling across its entire server product line. The company reported a revenue of 114 billion CNY from servers and components in 2024, accounting for 99.33% of its total revenue [13][14]. Group 5: Industry Development Trends - The liquid cooling cabinet is becoming a fundamental infrastructure unit in the AI computing era, integrating advanced thermal management technologies. The market is expected to grow significantly due to the rapid development of data centers, cloud computing, and AI, with increasing demand for efficient cooling solutions [17]. - As AI computing demands continue to rise, liquid cooling cabinets are anticipated to transition from high-end applications to standard configurations in intelligent computing centers and cloud data centers, with a trend towards higher density and increased intelligence in monitoring capabilities [17].

（记者 张明双） 每经AI快讯，有投资者在投资者互动平台提问：公司液冷产品是否可配套应用于不同品牌的服务器？ 公司液冷的总体产能是否充足，能否支持液冷业务的快速增长？当前液冷订单有分别排期到25和26年的 吗？谢谢！ 浪潮信息（000977.SZ）10月17日在投资者互动平台表示，公司全线服务器产品均支持冷板式液冷，并 从部件、整机到数据中心，持续进行液冷产品创新。同时，公司积极牵头液冷专利与标准建设，助推液 冷行业良性发展。 ...

Summary of AI Industry Conference Call Industry Overview - The AI chip demand is surging, driving the development of the industry chain, with major players like Meta and Google accelerating their ASIC chip deployments and repeatedly raising their demand forecasts for 2026, particularly with Google's V7 chip set to fully adopt liquid cooling technology [1][2] Key Points and Arguments - **Liquid Cooling Technology**: - Liquid cooling has become a standard for AI giants, with Google planning to fully adopt it by 2026 and Meta already implementing it in their self-developed chips [1][3] - Infinet is collaborating with Google to develop a universal CDU suitable for various ASIC chips, indicating a trend towards silent liquid cooling in the future [1][4] - **High-Speed Optical Modules**: - The evolution towards 1.6T optical modules is evident, with Google's V7 chip primarily utilizing this technology, benefiting leading companies like Zhongji Xuchuang and Xinyi Sheng [1][5] - The demand for CW light sources is also increasing, positively impacting companies like Yuanjie Technology [1][5] - **OCS Switches**: - Google's OCS switches are expected to achieve over 50% growth next year, benefiting manufacturers like Dekoli and Guangku Technology, as well as component suppliers like Tengjing Technology and Juguang Technology [1][6] - **Competitive Advantages**: - Infinet stands out in the global AI industry chain due to its comprehensive solutions and delivery capabilities, having secured clients like Intel, Meta, Google, and OpenAI [1][7][8] - Zhongji Xuchuang and Xinyi Sheng are recognized as leaders in the high-speed optical module sector, while Yuanjie Technology is a key supplier in the CW light source market [1][8] Additional Insights - **Market Dynamics**: - The global AI industry chain is accelerating, particularly in overseas markets, with OpenAI collaborating with major chip companies like Broadcom, AMD, and NVIDIA, creating a significant siphoning effect [2] - The domestic AI computing card market is currently facing a supply shortage, but improvements are expected in 2026, with major domestic players like Alibaba, ByteDance, and Tencent likely to increase their AI investments significantly [11] - **Emerging Technologies**: - The supernode technology is anticipated to explode in 2026, presenting opportunities across various sectors, including chips, machine manufacturing, optical modules, liquid cooling, copper connections, and server power supplies [12][13] - **AIDC Sector Outlook**: - The AIDC sector, which includes data center construction and power systems, is expected to see improved bidding progress as domestic chip supply increases in 2026, benefiting companies in cooling, power supply, and data center management [14] - **Market Volatility**: - Short-term market fluctuations due to tariff disturbances are not expected to alter the long-term growth trajectory of the AI industry, with upcoming catalysts likely to positively impact the entire industry chain [15]