剑桥科技午前涨超6% 液冷产业正经历关键阶段转换 公司聚焦800G液冷光模块

Core Viewpoint - Cambridge Technology (603083) shares rose over 6% and are currently up 5.65% at HKD 93.45, with a trading volume of HKD 240 million, indicating positive market sentiment towards the company [1] Group 1: Industry Insights - According to a research report from Guosheng Securities (002670), the liquid cooling industry is transitioning from the "first development stage," characterized by concept validation, to the "second development stage," focused on order confirmation, capacity implementation, and performance realization [1] - The report highlights strong long-term certainty in the liquid cooling industry, with industry leaders showcasing advantages in full-chain layout, system integration and delivery, and certification from top clients [1] Group 2: Company Developments - Cambridge Technology focuses on 800G liquid cooling optical modules, enhancing heat dissipation efficiency and operational stability through customized liquid cooling structures, suitable for high-power scenarios like AI computing and large data centers [1] - The company is currently in the sample testing phase for its 1.6T optical module, with the liquid cooling solution not yet in mass production [1]