液冷国产供应链迎历史性机遇,有望成为英伟达供应商

摩研讯达
Dec 17, 2025

今天A股液冷服务器概念延续强势,飞龙股份2连板,奕东电子20%涨停,荣亿精密涨超16%,英维克等多只个股涨停。图源:东方财富软件液冷技术是解决数据中心散热压力的必由之路,其具备低能耗、高散热、低噪声和低TCO的优势,同时其能降低数据中心PUE值,满足国家要求。当前AI服务器算力需求高速增长,带动液冷渗透率持续提升,数据中心对高效、节能换热解决方案的需求进入爆发阶段。液冷环节目前处在0-1产业化兑现...

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