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A股液冷服务器概念走强:科士达、双良节能等多股涨停

The concept of liquid-cooled Servers in A-shares is gaining strength: stocks like Shenzhen Kstar Science & Technology and Shuangliang Eco-Energy Systems have hit the trading limit.

Gelonghui Finance ·  Jan 9 10:08

On January 9, Gelonghui reported that Shenzhen Kstar Science & Technology, Shuangliang Eco-Energy Systems, Feilong Auto Components, and Zhe Jiang Kangsheng hit the limit up, while Tongxing Technology, Kehua Data Co.,Ltd., Lucky Harvest, and Shuguang Shuchuang had significant gains. According to Omida data, global Server capital expenditure is expected to be approximately 229 billion USD in 2024, of which ByteDance's capital expenditure is about 8 billion USD, Tencent's about 6 billion USD, and Alibaba's about 3 billion USD. Institutions point out that domestic Internet Plus-Related companies are increasing their AI investments, and the demand for computing power is driving growth in the liquid cooling market.

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