蓝思科技涨超3% 此前宣布收购元拾快速切入服务器供应链

Group 1 - The core viewpoint of the article highlights that Lens Technology (300433) (06613) has seen a stock increase of over 3%, currently trading at 25.7 HKD with a transaction volume of 52.0583 million HKD [1] - Lens Technology has signed a letter of intent with an independent third party to acquire 100% equity of Peimei Gao International, which holds 95.1164% equity of Yuan Shi Technology [1] - The target group primarily engages in the production and sales of server cabinets, structural components, and server liquid cooling modules [1] Group 2 - Analysts from Credit Lyonnais expect the transaction to be completed next year, which will help Lens Technology enter the NVIDIA AI server supply chain and significantly boost its AI server business scale [1] - The target price for Lens Technology remains unchanged at 38 HKD, with a reiterated "outperform" rating [1] - Yongxing Securities believes that liquid cooling is likely to become a trend in the industry due to increasing chip power consumption, with the TDP of GB300 expected to rise to 1400W and NVIDIA's next-generation Rubin Ultra GPU potentially reaching 2300W [1] Group 3 - According to ASHRAE recommendations, liquid cooling technology is advised when chip TDP exceeds 300W and cabinet power density exceeds 40kW [1] - The increasing energy consumption requirements in data centers are also driving the development of the liquid cooling industry [1]