英伟达再次创新高 利好PCB与CPO液冷!英伟达股价持续创下新高,市值达到了前所未有的4万亿美元。这一表现对A股市场产生了显著影响。PCB板块近期表现强劲,这主要是因为英伟达GB300的推出对PCB方向形成了刺激。只要英伟达继续保持强势,PCB板块有望继续活跃。另一方面,CPO液冷技术也受到了关注。英伟达最新推出的GB300卡耗电量达到1.5千瓦,风冷无法有效降温,必须使用液冷技术。随着英伟达产品...
Source Link英伟达再次创新高 利好PCB与CPO液冷!英伟达股价持续创下新高,市值达到了前所未有的4万亿美元。这一表现对A股市场产生了显著影响。PCB板块近期表现强劲,这主要是因为英伟达GB300的推出对PCB方向形成了刺激。只要英伟达继续保持强势,PCB板块有望继续活跃。另一方面,CPO液冷技术也受到了关注。英伟达最新推出的GB300卡耗电量达到1.5千瓦,风冷无法有效降温,必须使用液冷技术。随着英伟达产品...
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