【研选行业+公司】这项关键技术成AI数据中心降本核心!国产厂商迎新风口
第一财经·2025-09-18 12:59
Group 1 - The key technology is becoming the core of cost reduction for AI data centers, with AIDC catalyzing an upward trend in industry prosperity, and related businesses of industry giants have grown by 300% [1] - Domestic magnetic levitation compressor manufacturers are standing at a new opportunity [1] Group 2 - The 3D vision sector is rapidly expanding with a CAGR of 13.1%, and a specific company has a market share of 70% [1] - The company's performance has reached an inflection point, and its PE ratio is expected to drop by 200 times in two years [1]