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Galaxy Securities of China pointed out that with the gradual increase in demand for liquid cooling from overseas manufacturers' GPU solutions, the market space for liquid cooling (especially cold plate type) is gradually expanding. At the current point in time, the innovation of the industry trend has arrived early. With the advantages of high integration, low power consumption, and low cost, it is recommended to focus on manufacturers with mature cold plate liquid cooling technology, as well as key manufacturers in the layout of immersion liquid cooling and spray liquid cooling.
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