智通财经APP获悉，津上机床中国(01651)午前涨超17%，截至发稿，涨16.3%，报61港元，成交额6409.22万港元。
消息面上，英伟达新一代Vera Rubin机架级系统成为市场关注焦点。随着单机柜功率密度持续攀升，液冷正从AI服务器的“可选配置”加速演变为“必选配置”。申万宏源指出，AI算力建设带动液冷服务器需求高增，冷板、UQD 快插接头、分水器等精密结构件，拉动钻攻机、立加、走心机、车铣复合等机型需求，且液冷产业链上游零部件具备高毛利率特征。
该行指出，津上机床中国核心产品包括走心机(自动车床)、刀塔车床、加工中心、磨床等四大品类，应用于汽车、3C等下游。作为液冷接头的重要生产设备，津上走心机订单受益于液冷需求高增，将为公司贡献重要增量。
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