资本货物_Play it Cool_液体冷却简介及欧洲概况
欧洲旅游委员会·2024-09-29 16:05
本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用，请勿外传 M Foundation Capital Goods | Europe September 23, 2024 04:00 AM GMT Play it Cool: An Introduction to Liquid Cooling and laying out the landscape in Europe We take a deep-dive into Liquid cooling. There is plenty of runway for growth, though EU Cap Goods names (Schneider, Legrand) have been slower to position in Liquid cooling than global peers (Vertiv, Delta). In Europe, we prefer Legrand (OW), and see good momentum for their rear-door cooling sales. Key Takeaways Ind ...