港股异动 | 剑桥科技(06166)午前涨超6% 液冷产业正经历关键阶段转换公司聚焦800G液冷光模块

智通财经2025-12-24

智通财经APP获悉，剑桥科技(06166)午前涨超6%，截至发稿，涨5.65%，报93.45港元，成交额2.4亿港元。消息面上，国盛证券研究报告指出，随着英伟达GB300放量及后续VeraRubin平台的加速落地，液冷产业正经历关键的阶段转换，从以概念和预期验证为主导的“第一发展阶段”，进入以订单确认、产能落地和业绩兑现为核心的“第二发展阶段”。该行认为，液冷产业长期确定性强，行业龙头在全链条布局...

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港股异动 | 剑桥科技(06166)午前涨超6% 液冷产业正经历关键阶段转换 公司聚焦800G液冷光模块

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港股异动 | 剑桥科技(06166)午前涨超6% 液冷产业正经历关键阶段转换公司聚焦800G液冷光模块