Under the favorable influence of Nvidia's performance and guidance, which both exceeded expectations, AI themes surged across the board in early trading today. Concepts such as HBM, copper-clad plates, optical communication, and optical modules all surged by more than 5% in the morning. The liquid-cooled server index also continued to be strong, surging more than 3%. Open Source Securities believes that the fulfillment of previously observed indicators such as liquid cooling pumps in the industrial chain, combined with centralized shipments of Nvidia Rubin and Google TPU, will further accelerate the fulfillment of orders and performance of companies in the entire liquid cooling chain, and is firmly optimistic about investment opportunities in the entire liquid cooling industry chain. Recently, institutional research reports mentioned that liquid cooling companies mainly include Silver Wheel Co., Ltd., Invec, etc. According to statistics from the Securities Times and Databao, according to the agency's unanimous forecast, the net profit growth rate of 31 liquid-cooled concept stocks this year and next two years will all exceed 30%. Among them, the net profit growth rate of Invek, Longpan Technology, Hongfuhan, and Yidong Electronics is expected to exceed 50% this year and next two years. Judging from the stock price performance during the year, Huazheng New Materials, Jinfu Technology, and Shenglan Co., Ltd. all surged more than 100%, while Seagull, Dingtong Technology, and Zhongshi Technology all rose by more than 50%.

Under the favorable influence of Nvidia's performance and guidance, which both exceeded expectations, AI themes surged across the board in early trading today. Concepts such as HBM, copper-clad plates, optical communication, and optical modules all surged by more than 5% in the morning. The liquid-cooled server index also continued to be strong, surging more than 3%. Open Source Securities believes that the fulfillment of previously observed indicators such as liquid cooling pumps in the industrial chain, combined with centralized shipments of Nvidia Rubin and Google TPU, will further accelerate the fulfillment of orders and performance of companies in the entire liquid cooling chain, and is firmly optimistic about investment opportunities in the entire liquid cooling industry chain. Recently, institutional research reports mentioned that liquid cooling companies mainly include Silver Wheel Co., Ltd., Invec, etc. According to statistics from the Securities Times and Databao, according to the agency's unanimous forecast, the net profit growth rate of 31 liquid-cooled concept stocks this year and next two years will all exceed 30%. Among them, the net profit growth rate of Invek, Longpan Technology, Hongfuhan, and Yidong Electronics is expected to exceed 50% this year and next two years. Judging from the stock price performance during the year, Huazheng New Materials, Jinfu Technology, and Shenglan Co., Ltd. all surged more than 100%, while Seagull, Dingtong Technology, and Zhongshi Technology all rose by more than 50%.