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Group 1 - The core viewpoint of the article emphasizes the importance of timely and relevant research reports in identifying investment opportunities, particularly in emerging markets like liquid cooling and AI-driven storage solutions [1] - The liquid cooling market is projected to reach a trillion yuan, with domestic companies accelerating their entry into the market, highlighting the competitive landscape and potential beneficiaries within the NVIDIA ecosystem [1] - AI is driving a new cycle in storage, with HBM (High Bandwidth Memory) expected to grow fivefold over six years, indicating a significant growth opportunity in the equipment sector for key players [1]