AI产业链崛起：液冷技术、锂电与跨年行情展望

第一财经广播2025-12-23

近期市场热点集中围绕AI产业链展开，券商研报揭示了三大核心趋势。英伟达GB300 AI服务器预计明年出货量将达到5.5万台，为行业注入新的增长动能。中信证券分析指出，随着AI服务器功耗和芯片功率的大幅提升，液冷技术正成为关键突破口。方正证券的海外调研则显示，电力短缺正制约AI数据中心建设，这使得节能效应突出的液冷方案兼具经济与技术双重价值。市场观察人士指出，当前投资逻辑已从单一行业转向全产业链视角...

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