异动解读|比亚迪电子盘中上涨3.54%,液冷及AI算力题材持续发酵带动走强

行情直击
Jul 14

7月14日,比亚迪电子盘中上涨3.54%,报22.22港元,成交额1.65亿港元。

消息面上,液冷服务器板块近期持续走强,国务院此前印发碳达峰行动方案提出完善算力设施节能降碳标准,推动液冷散热从可选项变为刚需。比亚迪电子正积极打造服务器、液冷、电源与高速互联一体化算力解决方案,AI算力基础设施业务此前实现营收约9.43亿元,同比增长31.70%。机构预测中国液冷数据中心市场规模将从232.5亿元增长至470.4亿元,行业增速逐年提升,公司作为电子制造服务龙头有望受益于算力基础设施高景气周期。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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