AI进入“液冷时代”,市场低估了“转变力度”,国产供应链正加速入局

华尔街见闻
Dec 08, 2025

随着AI芯片功耗迈入“千瓦时代”,一场围绕散热的革命正悄然加速,液冷正从一个“可选项”迅速变为数据中心的“必选项”。 综合瑞银与东吴证券近期发布的深度报告,市场似乎仍未完全消化这场变革的颠覆性。报告明确指出,市场普遍低估了向液冷过渡的速度和规模,这并非一次普通的硬件升级,而是由AI芯片激烈竞争驱动的“即时、战略性必要之举”。 这一结构性转变不仅将催生一个高达311.91亿美元(约合人民币...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10