中国基金报·2025-10-29 04:03Core Viewpoint - The liquid cooling server sector is experiencing active performance, with Industrial Fulian reaching a limit-up and setting a new historical high [8][10]. Market Overview - On October 29, the A-share market opened higher, with the ChiNext Index rising over 2% at one point [3]. - Major indices showed the following performance: - Shanghai Composite Index: 3995.45 (+7.22, +0.18%) - Shenzhen Component Index: 13527.35 (+97.25, +0.72%) - ChiNext Index: 3275.29 (+45.72, +1.42%) [4]. Sector Performance - The liquid cooling server concept stocks are notably active, with Industrial Fulian hitting the limit-up and achieving a historical high [8]. - Other stocks in the sector, such as Keda Guokuan and Guo Dun Quantum, also saw significant gains, with Shen Zhou Information hitting the limit-up [10]. - The electronic components sector is strong, with stocks like Ben Chuan Intelligent and Chun Zhong Technology reaching the limit-up, while others like Tong Guan Copper Foil and Fuji Da increased by over 10% [15][16]. Notable Stock Movements - Ben Chuan Intelligent (SZ:300964) saw a 20% limit-up, trading at ¥55.21, with a trading volume of 69,298 hands [17]. - Industrial Fulian's stock performance included a peak price of ¥16.73, with a trading volume of 11.02 billion [12][19]. Industry Insights - NVIDIA revealed that the Vera Rubin computing architecture is equipped with eight Rubin CPX GPUs and a fully liquid-cooled design, indicating a trend towards advanced cooling solutions in computing [19]. - The CEO of NVIDIA highlighted the global labor shortage and the potential for robots to become a significant consumer electronics opportunity, emphasizing the importance of AI skills in the workforce [20].