中国银河证券：重点关注具备成熟冷板式液冷技术的厂家

Core Viewpoint - The demand for liquid cooling solutions, particularly cold plate cooling, is increasing due to the growing GPU solutions from overseas manufacturers, indicating a rising market potential in this sector [1] Industry Trends - The innovation in the industry has arrived earlier than expected, driven by the advantages of high integration, low power consumption, and cost-effectiveness [1] Investment Focus - It is recommended to pay close attention to manufacturers with mature cold plate liquid cooling technology, as well as key players involved in immersion cooling and spray cooling solutions [1]