港股概念追踪|全球芯片产业链传利好信号机构看好液冷市场空间快速成长（附概念股）

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智通财经APP获悉，据最新数据，今年1月份，号称全球经济“金丝雀”的韩国出口半导体总金额达205亿美元，同比暴涨超102%。这预示着，在AI浪潮下，全球半导体需求仍非常强劲。与此同时，芯片产业链的涨价潮正持续蔓延，分析认为，2026年上半年国产芯片涨价趋势将延续，甚至可能有更多企业跟进。中信证券发布研报，在AI算力需求与芯片功耗持续攀升的背景下，AI加速芯片的TDP已突破风冷散热的物理极限，全球...

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港股概念追踪|全球芯片产业链传利好信号 机构看好液冷市场空间快速成长（附概念股）

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港股概念追踪|全球芯片产业链传利好信号机构看好液冷市场空间快速成长（附概念股）