国金电新聚焦两大前沿赛道:太空光伏蓄势待发,液冷进入峰值成长期

港美通讯
Mar 09

在当前新能源与AI算力双重变革的交汇点,两大前沿赛道正迎来关键催化。国金电新团队最新发布观点指出:太空光伏在经历短期交易降温后,Q2将迎来可回收火箭与星舰首飞等多重催化剂,板块热度有望再上台阶;而液冷作为AI算力“功耗墙”的破局关键,伴随GTC大会临近及LPU机柜方案的明晰,正进入2026-2029年的相对峰值期。太空光伏:回调即布局,Q2迎密集催化近期“太空光伏”概念板块交易热度有所下降,但市场...

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