西部证券：从AIDC液冷看汽零投资新机会技术领先公司有望在新领域实现突破

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智通财经APP获悉，西部证券发布研报称，汽零企业有望成为液冷系统上游部件供应商，部分企业具备Tier1供货能力。一看商务能力：英伟达引领AIDC液冷变革方向，其核心供应商多为欧美、中国台湾企业为主，国内汽零厂商有望凭借原有客户基础&强商务能力，与中国台湾及本土厂商合作切入供应体系。二看技术能力：二次侧管路核心组件CDU+液冷板+Manifold+UQD(含管路)与汽零相关企业生产原材料、核心成型...

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西部证券：从AIDC液冷看汽零投资新机会 技术领先公司有望在新领域实现突破

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西部证券：从AIDC液冷看汽零投资新机会技术领先公司有望在新领域实现突破