【研选行业】从0到15%！英伟达收购+阿里云首发，头部厂商已加速布局！4只标的成最大赢家

Group 1 - The core viewpoint emphasizes the transformative potential of AI storage architecture, with Nvidia's acquisition and Alibaba Cloud's launch marking significant milestones, positioning four key stocks as potential major beneficiaries [1] - The emergence of domestic self-developed high-speed interconnect solutions is highlighted, indicating a revaluation of underlying computing architecture and revealing opportunities within the industry chain [1] - The acceleration of foreign giants entering the domestic liquid cooling market is noted, driven by the surge in AI computing power, which is expected to ignite a new wave of investment [1] - A remarkable 70% quarter-on-quarter increase in storage chip prices is reported, suggesting that the domestic industry chain stands to benefit significantly [1]