花旗——中国台湾电子元器件与设备行业——搭乘液冷发展浪潮（附下载）

外资精华观点2025-12-19

免费体验“高时效”国际投行研报“T+0至T+1”“原研报”可至底部下载花旗——中国台湾电子元器件与设备行业：首次给予亚洲 Vital Components（AVC）与 Auras 买入评级——搭乘液冷发展浪潮精华翻译• 行业核心观点：AI服务器热设计功耗（TDP）持续攀升，推动冷却架构从风冷向液冷结构性转型，机架散热需求升级催生巨大市场机遇。微通道盖（MCL）虽为封装级冷却提供新选择，但短期内难以...

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