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液冷行业深度报告：液冷需求加速释放，关注上游高价值环节
Dongguan Securities· 2026-03-31 11:29
2026 年 3 月 31 日 卢芷心 S0340524100001 电话：0769-22119297 邮箱： luzhixin@dgzq.com.cn S0340521020001 电话：0769-22110619 邮箱： luoweibin@dgzq.com.cn 超配（维持） 液冷需求加速释放，关注上游高价值环节 深 度 研 液冷行业深度报告 申万计算机指数走势 证 券 投资要点： 本报告的风险等级为中高风险。 本报告的信息均来自已公开信息，关于信息的准确性与完整性，建议投资者谨慎判断，据此入市，风险自担。 请务必阅读末页声明。 SAC 执业证书编号： 罗炜斌 SAC 执业证书编号： 产业与政策共振，液冷散热有望加速渗透。AI驱动全球算力需求爆发， 推动高性能芯片（包括GPU和ASIC）功耗及单机柜功率密度持续攀升， 传统风冷已难满足相关散热需求，具有更高散热效率的液冷成为必选方 案。英伟达新一代AI计算平台Rubin NVL72系统采用100%全液冷设计， 为行业确立新的技术标杆，液冷技术有望加速渗透。与此同时，在"双 碳"宏观形势下，政府部门对数据中心PUE监管日益趋严，明确提出新 建及改扩建大型和 ...
Nvidia At A Discount? Tech Valuations Look Attractive And Mark Gibbens Says It's 'A Great Time to Get In' On PLTR, NVDA And GOOGL
Benzinga· 2026-03-31 10:24
Following a five-week market selloff that pushed major averages into correction territory, Gibbens Capital Management CIO Mark Gibbens says the pullback has created a prime buying opportunity for long-term investors eyeing the tech sector.Nvidia At A DiscountDespite recent geopolitical headwinds and inflation concerns weighing heavily on the broader markets, Gibbens remains decidedly bullish on technology. Pointing to the roughly 10% drop across major indices, he noted that fundamentally strong companies ar ...
Billionaire Stanley Druckenmiller Piled Into 2 of the Hottest AI Stocks for a Second Consecutive Quarter (No, Not Nvidia or Palantir)
The Motley Fool· 2026-03-31 08:06
Data is the fuel that keeps Wall Street's engine turning. Unfortunately for investors, the amount of data they need to digest can be overwhelming. Between earnings reports and economic data releases, it's easy for something to slip through the cracks.For example, Feb. 17 marked the deadline for institutional investors with at least $100 million in assets under management to file Form 13F with the Securities and Exchange Commission. A 13F allows investors to track which stocks Wall Street's savviest money ma ...
UK publisher Future's shares plummet as changes in Google search traffic hit margins
Reuters· 2026-03-31 07:39
UK publisher Future's shares plummet as changes in Google search traffic hit margins | Reuters Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv March 31 (Reuters) - British publishing firm Future Plc (FUTR.L), opens new tablowered its full-year margin outlook on Tuesday, as deeper-than-expected changes in Google search traffic hurt its higher-margin advertising and online shopping revenues, dragging its shares down nearly 30%. The company attributed the decline ...
Giverny Capital Asset Management 2025 Annual Letter
Seeking Alpha· 2026-03-31 07:25
peepo/iStock via Getty Images Historical Summary It has been more than 32 years since I discovered the writings of Warren Buffett, Benjamin Graham, John Templeton, Philip Fisher and Peter Lynch. I then decided to begin managing a family portfolio based on an investment approach synthesized from these great money managers. By the end of 1998, after five years of satisfactory results, I decided to launch an investment management firm offering asset management services aligned with my own investment philos ...
U.S. Bancorp (USB) Appoints Toby Clements as Chief Operations Officer
Insider Monkey· 2026-03-31 05:45
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...
内存仅需1/6？谷歌AI新算法引发存储股降温
日经中文网· 2026-03-31 02:50
有观点认为，新技术"TurboQuant"将影响存储器的需求动向 Google Research公布了名为"TurboQuant"的算法。这是在AI推理时压缩处理数据的技术，在使用相同计 算平台的情况下，推理时的部分处理性能最多可提高至8倍。有观点指出"这项技术就像 DeepSeek一 样"…… 美国谷歌发布的AI（人工智能）相关算法正备受关注。该技术可以将AI在推导答案的"推理"过程中使用 的内存占用减少到六分之一。也有观点认为，这将影响随着AI普及而持续增加的存储芯片的需求动 向。 处理性能提高至8倍 谷歌的研究机构Google Research于3月24日公布了名为"TurboQuant"的算法。这是在推理时压缩处理数 据的技术，可将内存占用减少至六分之一以下。据介绍，在使用相同计算平台的情况下，推理时的部分 处理性能最多可提高至8倍。 TurboQuant的论文于2025年4月在评审前论文的投稿网站上公开。该论文被将于2026年4月举办的国际学 会采纳，Google Research在官网上重新公开了详细内容，引起人们的关注。 应用范围十分广泛。AI在生成文章时，会将上下文作为短期记忆保存、参考并生成 ...
Indonesia summons Meta and Google over non-compliance with child social media curbs, minister says
Reuters· 2026-03-31 02:21
<!DOCTYPE html>Indonesia summons Meta and Google over non-compliance with child social media curbs, minister says | ReutersExclusive news, data and analytics for financial market professionalsLearn more aboutRefinitivItem 1 of 2 Affan Haritsah, 11 and Kevin Prince, 14, play games on their phones, as Indonesia's communications and digital information ministry implements restrictions against "high-risk" social media platforms, including Facebook, TikTok, and Roblox, in Depok, on the outskirts of Jakarta, Indo ...
Cathay Pacific to maintain capacity despite rising jet fuel costs, CEO says
Reuters· 2026-03-31 02:20
Cathay Pacific to maintain capacity despite rising jet fuel costs, CEO says | Reuters Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Cathay Pacific Airways Chief Executive Officer Ronald Lam speaks during a news conference on the carrier's annual results in Hong Kong, China March 8, 2023. REUTERS/Lam Yik/File Photo Purchase Licensing Rights, opens new tab SEATTLE, March 30 (Reuters) - Cathay Pacific Airways (0293.HK), opens new tabCEO Ronald Lam said on Monday ...
Alphabet vs. Amazon: Both AI Stocks Have Been Hammered, but One Looks Like a Better Buy Now
The Motley Fool· 2026-03-31 01:17
Tech stocks have been slammed in 2026, with recent trading days compounding the pain for investors. Even industry leaders like Alphabet (GOOG 0.20%)(GOOGL 0.30%) and Amazon (AMZN +0.81%) have seen their shares take a hit. As of this writing, the two stocks are both down about 13% year to date.With both tech companies investing aggressively in artificial intelligence (AI) infrastructure, the recent sell-off makes them look like tempting opportunities. But which of these two tech heavyweights is the better pl ...
