算力硬件集体狂欢！20CM涨停潮引爆赛道，多重政策+需求共振催生超级风口

Core Insights - The computing hardware sector is experiencing significant growth, driven by multiple favorable industry developments and strong market recognition of its long-term potential, particularly in the context of accelerating AI model deployment [1][2] Group 1: Industry Developments - In January 2026, several authoritative policies and industry benefits are set to inject strong momentum into the computing hardware industry, including the Ministry of Industry and Information Technology's action plan for green low-carbon development, which mandates specific energy efficiency standards for new intelligent computing centers and supercomputing centers [2] - The national infrastructure plan includes the integration of a nationwide computing network, with the National Data Bureau establishing multiple functional nodes and expanding coverage to 80% of provinces and cities, which will directly stimulate demand for AI servers and computing clusters [2] - The demand for AI servers is projected to grow by 50% year-on-year, with a significant increase in the number of intelligent computing centers and a persistent computing gap of 30%, indicating a continuously optimizing supply-demand landscape for computing hardware [2] Group 2: Beneficiary Sectors - The liquid cooling equipment sector is expected to benefit significantly from policy requirements and increased computing density, with the global liquid cooling data center market projected to exceed $20 billion in 2026, reflecting a 60% year-on-year growth [3] - The data center (IDC) industry is poised for a value reassessment in 2026, driven by the synergy of computing, models, and applications, with increased demand for construction and operation of intelligent computing centers and related supply chain components [3] - The AI sensor market is also anticipated to grow, with a projected market size of $30 billion in 2026, representing a 35% year-on-year increase, driven by increased procurement from companies like Tesla [3]