With the explosion of computer power, liquid cooling has become a must-have. Concept stocks researched intensively by institutions are released.

According to international investment banks, the total value of NVIDIA's next-generation AI server liquid cooling components will be close to 400,000 yuan. Against the backdrop of the continuous explosion in global demand for AI computing power, data center computing density is exponentially increasing, and traditional air cooling technology is becoming increasingly inadequate in meeting the cooling needs of high-density computing devices. Liquid cooling has evolved from an alternative solution for data center cooling to a necessity. NVIDIA's liquid cooling technology roadmap shows a clear progressive upgrade feature. Liquid cooling has been a hot topic this year, according to Securities TimesData Treasure statistics, including stocks such as Siqun New Materials, Yingweike, Kechuang Xinyuan, and Tongfei, have doubled in price since the beginning of the year. In terms of performance, several liquid cooling concept stocks performed well in the first three quarters of this year, with companies such as Yimikang, Tongfei, Kechuang Xinyuan, and Feirongda doubling their net profits year-on-year. Companies such as Gaolan Shares, Shuguang Shuchi, Siqun New Materials, Yimikang, and Tongfei also saw revenue growth of more than 50% year-on-year. Since the beginning of this year, many liquid cooling concept stocks have been investigated by institutions, with companies such as Binglun Environment, Yinlun Shares, Feilong Shares, Zhongshi Technology, Siqun New Materials, and Tongfei being researched by over 100 institutions.