【风口研报】AI服务器散热+高速连接器+光模块CAGE,这家公司多业务线协同发力,精准卡位AI服务器高增长领域
财联社·2026-01-07 13:48

Group 1 - The article highlights the company's strategic positioning in the AI server market through its multi-business lines, including AI server cooling, high-speed connectors, and optical modules, which are expected to drive significant growth [1] - The company is also expanding its presence in the precision transmission market through robotics, leveraging its comprehensive layout in motors, reducers, joint modules, and control algorithms, showcasing a high degree of self-manufacturing capability for core components [1]