Group 1 - The liquid cooling sector is experiencing a rapid and severe decline, with significant drops in stock prices for companies like Feilong and Tenglun, which hit their daily limit down [1] - The decline in the liquid cooling sector is linked to the performance of the US stock market, particularly with Nvidia and Intel experiencing notable stock price drops [1] - The introduction of Nvidia's GB300NVL72 system by CoreWeave marks a significant technological advancement, necessitating the use of liquid cooling due to high power requirements [1] Group 2 - Despite the recent downturn, institutions remain optimistic about the liquid cooling sector, citing the increasing demand for computing power driven by AI applications [2] - According to CICC, the global AI liquid cooling market is projected to reach $8.6 billion by 2026, indicating a rapid growth potential for the sector [2] - Companies like Chunzong Technology have faced scrutiny for their stock performance despite not being directly involved in liquid cooling server production, highlighting potential irrational market behavior [1][2]
液冷服务器等AI硬件股调整！多只人气牛股跌停，板块行情退潮了么？
2 1 Shi Ji Jing Ji Bao Dao·2025-08-21 05:57