浙商证券:海外大厂Capex上修明显 液冷市场有望加速放量

智通财经
Aug 05

浙商证券发布研报称,25Q2海外大厂Capex上修明显,AI产业“投入-成长-再投入”正循环逻辑持续强化。整机柜产品形态驱动液冷渗透率加速提升,英伟达GPU及各大云厂商自研ASIC芯片液冷需求明显,海外液冷市场有望加速放量。英伟达GPU及云厂商自研ASIC芯片共同驱动液冷市场快速增长,25-27年液冷市场规模大约分别为354/716/1082亿元,27年有望突破千亿市场空间。标的方面,建议关注...

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