英维克获英伟达认证，维谛技术面临挑战

Group 1 - Nvidia is set to complete the certification of the GB300 liquid cooling solution, facing challenges from Chinese manufacturer Invec, which has reportedly captured nearly half of the market share for Nvidia's G300 liquid cooling cabinets in China and is the only certified liquid cooling supplier in mainland China [1] - This development may reshape the market landscape for AI infrastructure thermal management [1] Group 2 - Vertiv's stock price has shown significant volatility, with a 10.03% increase on February 6, closing at $195.58, followed by a 3.28% rise on February 9, closing at $202.00, before a 1.18% decline on February 10, closing at $199.62, resulting in a cumulative increase of 9.34% over the week and a trading range of 19.76% [2] - The trading volume increased by 78.16% to $1.494 billion on February 4, with approximately $1.346 billion on February 10, indicating high market activity [2] - The current price-to-earnings ratio (TTM) is 75.33, with a total market capitalization of approximately $76.3 billion [2] Group 3 - Evercore analyst Amit Daryanani maintains a "buy" rating for Vertiv with a target price of $210, reflecting optimism regarding the company's order growth in AI-driven infrastructure [3] - In February 2026, 26 institutions provided insights on Vertiv, with 77% giving buy or hold ratings, indicating strong market confidence [3] - As of the third quarter of 2025, Vertiv had an unfulfilled order backlog of $9.5 billion, with a shipment-to-order ratio of approximately 1.4 times [3]