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【研选行业+公司】这项关键技术成AI数据中心降本核心!国产厂商迎新风口
第一财经· 2025-09-18 12:59
前言 点击付费阅读,解锁市场最强音,把握投资机会! 券商研报信息复杂?机构调研数据过时?屡屡错失投资机会?那是你不会挖!想知道哪份研报有用?什 么时候该看?《研报金选》满足你!每日拆解热门产业链或核心公司,快市场一步的投研思维+严苛的 研报选择标准+几近偏执的超预期挖掘,游资私募都在用! 一、这 项关键技术正成为AI数据中心降本核心 !AIDC催化景气度上行,行业巨头 相关业务已 增长 3 倍 !这些 国产 磁悬浮压缩机厂商 站上 新风口 ; 二、 CAGR 13.1%,3D视觉赛道急速扩容!这家具身智能"眼睛"稀缺标的,市占率 高达 70%,机 构:业绩已迎来拐点、PE两年望骤降200倍 。 ...
Digi Power X subsidiary files provisional patent for ARMS 200 modular AI data center platform
Proactiveinvestors NA· 2025-07-28 12:52
Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive has bureaus and studios in key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Group 2 - The company is focused on sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] - Proactive adopts technology to enhance workflows and improve content production [4] - Automation and software tools, including generative AI, are used, but all content is edited and authored by humans [5]