Core Viewpoint - The current equity market shows significant industrial trends in AI and innovative pharmaceuticals, with AI expected to drive a sustained industrial revolution over the next 5 to 10 years [1] Group 1: AI Market Insights - AI is anticipated to become a major industry revolution, with a focus on the value chain in computing power, including components like optical modules, PCBs, power supplies, and liquid cooling [1] - The liquid cooling segment for AI is projected to be a strategic area of interest over the next year, with expectations of a substantial market space growth [1] Group 2: Market Penetration and Trends - The penetration rate of liquid cooling in AI servers is expected to increase significantly, moving from a low penetration rate to a much higher one, particularly in 72-card cabinet servers compared to 8-card AI servers which primarily use air cooling [1]
东吴基金陈伟斌： AI液冷有望成为未来一年值得关注的战略性赛道之一
Zhong Zheng Wang·2025-08-15 11:48