Group 1 - Taiwan Semiconductor (TSM) is highlighted as a leading stock with significant AI clients, including Nvidia (NVDA) and Alphabet (GOOGL) [1] - Other notable stocks near buy points include Wheaton Precious Metals (WPM), Valero Energy (VLO), Comfort Systems (FIX), and Acuity (AYI) [1] - A surge in data center construction is driving demand for large cooling systems essential for AI workloads [2] Group 2 - Analog Devices received a relative strength rating upgrade, indicating potential for further gains [4] - Broadcom surged by 11%, leading new stocks onto best stock lists, showcasing strong market performance [4] - Oil prices are nearing four-year lows, with Goldman Sachs identifying investment opportunities in this sector [4]

中金公司研报认为，AI大模型更新迭代以及应用落地驱动算力需求提升，芯片功耗与算力密度持续攀 升，液冷凭借散热效率、部署密度等优势，正加速替代风冷逐步成为主流方案。中金公司2026年全球 AI液冷市场规模有望达到86亿美元，实现市场规模的快速提升。冷板式液冷有望率先规模落地。 ...