中金：看好国产液冷链的替代机遇

Group 1 - The core viewpoint is that the AIDC liquid cooling sector is expected to see upward investment opportunities due to continuous improvements in overseas computing power and ongoing upgrades in computing chips and liquid cooling solutions [1] - Domestic liquid cooling chains are anticipated to penetrate overseas markets by leveraging new technological windows and the decentralization of decision-making chains [1] - With breakthroughs in domestic computing chips, there is optimism regarding the substitution opportunities for domestic liquid cooling chains [1]