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利好突袭,直线拉涨停!
Zhong Guo Ji Jin Bao·2025-10-29 03:52

Group 1 - The liquid cooling server sector is showing strong performance, with Industrial Fulian reaching its daily limit and setting a new historical high [6] - Other notable performers in the liquid cooling server concept stocks include Keda Guokuan and Guodun Quantum, with Shenzhou Information also hitting the daily limit [6] - NVIDIA announced that the Vera Rubin computing architecture is equipped with eight Rubin CPX GPUs and a fully liquid-cooled design, which is contributing to the sector's momentum [6] Group 2 - The electronic components sector is also performing well, with Benchuan Intelligent hitting a 20% limit up, and other companies like Chunzong Technology and Copper Crown Copper Foil seeing gains of over 10% [8] - Benchuan Intelligent reported third-quarter revenue of approximately 614 million yuan, a year-on-year increase of 43.11%, and a net profit of about 33.08 million yuan, up 56.23% year-on-year [8] - NVIDIA's CEO highlighted the global labor shortage and the potential for robots to become a significant consumer electronics opportunity, emphasizing that the competition is between those who can use AI and those who cannot [8]