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液冷增长半场报告：热度高企，但新进入者涌现，更看好端到端参与者-A Halftime Report on Liquid Cooling Growth running hot, but rising new entrants. Prefer end-to-end players.
2025-12-16 03:30
December 15, 2025 07:01 AM GMT Capital Goods | Europe A Halftime Report on Liquid Cooling: Growth running hot, but rising new entrants. Prefer end-to-end players. M Idea Morgan Stanley & Co. International plc+ Claire Liu Equity Analyst Claire.K.Liu@morganstanley.com +44 20 7425-7649 Max R Yates Equity Analyst Max.Yates@morganstanley.com +44 20 7425-1917 Capital Goods Europe Industry View In-Line Key Takeaways We published our deep-dive report in data center liquid cooling in September, 2024. A year later, w ...