英伟达液冷供应商业绩“炸场”!液冷板块集体活跃
2 1 Shi Ji Jing Ji Bao Dao·2026-02-12 08:51

Group 1 - The A-share market saw all three major indices rise, with the ChiNext Index and the STAR Market 50 Index both increasing by over 1% [2] - The liquid cooling server concept performed actively, with stocks such as Yuke Technology hitting the daily limit up by 20%, and Chuanrun Co. achieving two limit ups in four days [2] - Other companies like Dayuan Pump Industry and Yingweike also saw significant gains, with more than ten stocks reaching their daily limit [2] Group 2 - On February 11, local time, the leading liquid cooling server company in the US, Vertiv, reported better-than-expected results for the fourth quarter of fiscal year 2025, driving its stock price up by 24% to a new historical high [2] - Donghai Securities noted that the development of data centers is driving demand for efficient cooling solutions, which may present opportunities for Chinese temperature control industry chain companies, including suppliers of chillers and manufacturers of refrigeration compressor castings [2]