利空突袭！数据中心冷却股集体大跌 什么情况？

Group 1: Data Center Cooling Stocks - Data center cooling stocks experienced a significant decline, with companies like Johnson Controls and Trane Technologies dropping by 10%, Modine falling by 20%, and Carrier and Vertiv Technologies decreasing by over 5% [4] - The drop was influenced by Jensen Huang's comments at CES regarding new server racks using the Rubin chip, which can operate without water cooling, requiring similar airflow to racks using the Blackwell chip [4] Group 2: Semiconductor Stocks - Semiconductor stocks saw a broad increase, with Microchip Technology rising by 11.65%, reaching its highest level since July, NXP Semiconductors increasing by nearly 10%, and TSMC gaining over 1.5% [4] - SanDisk experienced a significant surge of 27.56%, marking its largest intraday gain in ten months, while Micron Technology's stock rose by 10.02%, reaching a historical high of $343.43 per share, with a total market capitalization of $386.5 billion [4] Group 3: Chinese Concept Stocks - The Nasdaq Golden Dragon China Index fell by 0.78%, with mixed performance among popular Chinese concept stocks [5] - Companies like Hesai surged over 10%, Pony.ai increased by over 5%, and Huazhu, UMC, and others rose by over 4%, while BOSS Zhipin dropped over 6%, Tencent Music fell by over 4%, and Alibaba decreased by over 3% [5] Group 4: Precious Metals - Spot gold increased by 1.07%, reaching $4,496.66 per ounce, while spot silver rose by 6.15%, reaching $81.32 per ounce [6]