龙虎榜复盘丨算力产业链全线爆发，光通信、PCB、液冷等带头上涨

Group 1: Institutional Trading Insights - On the institutional trading leaderboard, 43 stocks were listed, with 29 experiencing net buying and 13 facing net selling [1] - The top three stocks with the highest net buying by institutions were Runze Technology (605 million), Hu Dian Co., Ltd. (384 million), and Feili Hua (332 million) [1] Group 2: Liquid Cooling Technology - Nvidia's next-generation Rubin platform will feature full liquid cooling coverage, indicating a shift in cooling technology from optional to a mandatory standard for GPU and ASIC hardware [3] - Google’s TPUv7 will also adopt a fully liquid cooling architecture, reinforcing the trend among major tech companies [3] Group 3: Optical Communication Sector - The global optical fiber and cable market is expected to see comprehensive growth by 2026, particularly in North America, driven by the acceleration of AI data centers and fiber broadband network construction [5] - The demand for new types of optical fibers is increasing exponentially due to the growing interconnect needs within and between data centers, as major tech companies like Google and Microsoft expand their GPU clusters [5] - The optical fiber and cable industry has transitioned from recovery to a phase characterized by tight supply and rising prices and volumes [5] Group 4: CPO Technology - Nvidia plans to scale up CPO technology deployment this year, with 2026 projected as the year for CPO's transition from concept to large-scale implementation [6] - CPO technology is seen as complementary to pluggable solutions, enhancing optical communication within cabinets [6]