AI数据中心电力与液冷需求猛增! 这家“英伟达链”巨头市值狂飙创千亿美元里程碑

智通财经02-23

智通财经APP获悉，在美国最高法院裁定推翻特朗普政府IEEPA关税政策，以及谷歌、亚马逊、Meta与微软等科技巨头们主导的史无前例AI数据中心建设浪潮驱动核心电力设备与AI液冷管理设备需求前景大幅扩张之后，人工智能数据中心电力基础设施服务与液冷设备领军者Delta Electronics Thailand Pcl成为泰国股市首家市值达到1000亿美元的上市公司。总部位于泰国的英伟达(NVDA.US...

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李6666
02-23
李6666
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The market value of this \"Nvidia Chain\" giant soared, hitting a milestone of 100 billion US dollars","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDG":0.6,"NVDX":0.6,"NVDW":0.6,"NVDB":0.6,"NVDY":0.6,"2NVD.UK":0.6,"NVDQ":0.6,"NVDD":0.6,"ANV":0.6,"SNVD.UK":0.6,"NVDU":0.6,"NVII":0.6,"NVD3.UK":0.6,"NVD2.UK":0.6,"DIPS":0.6,"NVDS.UK":0.6,"NVIW.SI":0.6,"NVD":0.6,"NVDS":0.6,"3NVD.UK":0.6,"NVDA":1.75},"content_text":"智通财经APP获悉，在美国最高法院裁定推翻特朗普政府IEEPA关税政策，以及谷歌、亚马逊、Meta与微软等科技巨头们主导的史无前例AI数据中心建设浪潮驱动核心电力设备与AI液冷管理设备需求前景大幅扩张之后，人工智能数据中心电力基础设施服务与液冷设备领军者Delta Electronics Thailand Pcl成为泰国股市首家市值达到1000亿美元的上市公司。总部位于泰国的英伟达(NVDA.US)AI GPU系AI算力产业链(简称“英伟达链”)核心参与者之一Delta Electronics Thailand的股价在周一一度大幅上涨10%——其约三分之一的营收来自美国人工智能数据中心建设领域，使得该公司年初至今涨幅扩大至超过49%。受到无比强劲的AI数据中心电力端核心设备销售额以及数据中心液冷设备强劲需求推动，该公司去年营收大幅增长了20%。来自Globlex Securities Co.的资深分析师Suwat Sinsadok表示：“Delta Electronics Thailand的盈利能见度非常高，这得益于其极其稳健的业绩增长战略以及其具竞争力的AI数据中心电力链以及液冷产品线。”他补充表示，到2027年该公司净利润或将再大幅增长25%，达到10亿美元。自去年以来的这轮股价大涨使Delta Electronics Thailand Pcl成为东南亚市值第二高的上市公司，仅次于东南亚金融巨头星展集团(DBS Group);后者在去年跨越了1000亿美元这一创纪录的里程碑市值门槛。Delta Electronics Thailand Pcl 的“AI数据中心电力链 + 液冷/热管理设备”毋庸置疑地处在AI算力基础设施的刚需环节(该公司近期公开其数据中心液冷CDU等新一代产品线)，再叠加最高法院推翻特朗普对等关税政策带来的贸易/需求预期改善，共同推动股价与市值再定价。Delta Electronics Thailand Pcl是何方神圣?为何市值猛增至1000亿美元大关Delta Electronics Thailand Pcl这一Delta Electronics, Inc.(台达电子)在泰国设立的上市子公司市值在短短一年内狂飙60%，从一年前的约626亿美元飙升至当前的超过1000亿美元。Delta Electronics Thailand(DELTA.BK)之所以在这一轮史无前例的 AI 基建热潮中成为“市值怪物”，核心在于它本质上出售的是AI数据中心建设浪潮的不可或缺环节——“电与热”：高效率电源/电力系统(power)+ 热管理/散热(thermal management)，并延伸到ICT基础设施与部分工业/车用电力电子。该公司自身也将定位明确为“数据中心电力设备与热管理解决方案领导者”，产品组合覆盖电力电子系统、数据中心电力链以及液冷等全球最热门赛道。在全球AI服务器集群工程视角下，Delta 的“顺风”来自两条硬约束：功耗密度上升与散热瓶颈。当GPU/AI 机柜从几十kW迈向至少百kW级别，类似“星际之门”的超大规模AI数据中心需要从“电网到芯片(grid-to-chip)”的高效供电链条(整流/高压供电/电源架构等)以及更高热通量的液冷系统。Delta公开强调其在 AI 时代提供覆盖数据中心的电力与热管理方案，并在产品端提供液冷/风冷组合(如液冷CDU等)，面向高密度GPU/CPU工作负载。OCP已经公开提示AI机架功率“很快将超过500kW”，而英伟达也在推进面向“AI工厂”的高压直流架构，目标覆盖100kW到大于1MW机架量级。 功耗上去不只是“花钱多买一点MOSFET”，而是带来整条链条的器件堆叠：AC/DC与DC/DC的效率与热设计约束更严、48V(或更高压)到点负载(<1V)的多级变换更复杂、GPU/CPU瞬态电流更陡——这会显著推高功率级(FET/功率模块/驱动)、多相控制器、热插拔/电子保险丝、隔离与电流/电压检测、时钟与高速信号调理等细分领域的用量与规格要求。资本市场之所以愿意给它更高的估值倍数，本质是把它当作 AI 数据中心资本开支的“铲子股”：每新增一座/扩建一座 AI 数据中心，电源、配电、散热、机柜级液冷等都是刚性BOM，且单机柜价值量随功耗密度上升而上移。与纯整机装配相比，这类“关键部件/系统”更容易体现技术壁垒(效率、可靠性、控制、材料与系统集成)和议价能力;这也对应了市场对其“数据中心需求驱动、电力电子销售强劲”的增长叙事。此外，最高法院裁决推翻关税后，市场对其数据中心电力链核心设备与AI液体冷却设备的需求前景进一步强化，推动其成为泰国首家市值突破1000亿美元的公司。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":535908704601712,"gmtCreate":1771858052473,"gmtModify":1771858715691,"author":{"id":"3516002510269950","authorId":"3516002510269950","name":"李6666","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3516002510269950","idStr":"3516002510269950"},"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/535908704601712","repostId":2613786170,"repostType":2,"repost":{"id":"2613786170","kind":"news","pubTimestamp":1771844695,"share":"https://www.laohu8.com/m/news/2613786170?lang=zh_CN&edition=full","pubTime":"2026-02-23 19:04","market":"fut","language":"zh","title":"AI数据中心电力与液冷需求猛增! 这家“英伟达链”巨头市值狂飙 创千亿美元里程碑","url":"https://stock-news.laohu8.com/highlight/detail?id=2613786170","media":"智通财经","summary":"受到无比强劲的AI数据中心电力端核心设备销售额以及数据中心液冷设备强劲需求推动，该公司去年营收大幅增长了20%。此外，最高法院裁决推翻关税后，市场对其数据中心电力链核心设备与AI液体冷却设备的需求前景进一步强化，推动其成为泰国首家市值突破1000亿美元的公司。","content":"<html><body><p>智通财经APP获悉，在美国最高法院裁定推翻特朗普政府IEEPA关税政策，以及<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/META\">Meta</a>与<a href=\"https://laohu8.com/S/MSFT\">微软</a>等科技巨头们主导的史无前例AI数据中心建设浪潮驱动核心电力设备与AI液冷管理设备需求前景大幅扩张之后，人工智能数据中心电力基础设施服务与液冷设备领军者Delta Electronics Thailand Pcl成为泰国股市首家市值达到1000亿美元的上市公司。</p><p>总部位于泰国的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)AI GPU系AI算力产业链(简称“英伟达链”)核心参与者之一Delta Electronics Thailand的股价在周一一度大幅上涨10%——其约三分之一的营收来自美国人工智能数据中心建设领域，使得该公司年初至今涨幅扩大至超过49%。受到无比强劲的AI数据中心电力端核心设备销售额以及数据中心液冷设备强劲需求推动，该公司去年营收大幅增长了20%。</p><p><img src=\"https://img.zhitongcaijing.com/image/20260223/1771844719839406.png?x-oss-process=image/format,jpg/quality,q_90\" title=\"1771844719839406.png\"/></p><p>来自Globlex Securities Co.的资深分析师Suwat Sinsadok表示：“Delta Electronics Thailand的盈利能见度非常高，这得益于其极其稳健的业绩增长战略以及其具竞争力的AI数据中心电力链以及液冷产品线。”他补充表示，到2027年该公司净利润或将再大幅增长25%，达到10亿美元。</p><p>自去年以来的这轮股价大涨使Delta Electronics Thailand Pcl成为东南亚市值第二高的上市公司，仅次于东南亚金融巨头星展集团(DBS Group);后者在去年跨越了1000亿美元这一创纪录的里程碑市值门槛。</p><p>Delta Electronics Thailand Pcl 的“AI数据中心电力链 + 液冷/热管理设备”毋庸置疑地处在AI算力基础设施的刚需环节(该公司近期公开其数据中心液冷CDU等新一代产品线)，再叠加最高法院推翻特朗普对等关税政策带来的贸易/需求预期改善，共同推动股价与市值再定价。</p><p><strong>Delta Electronics Thailand Pcl是何方神圣?为何市值猛增至1000亿美元大关</strong></p><p>Delta Electronics Thailand Pcl这一<a href=\"https://laohu8.com/S/DLELY\">Delta Electronics, Inc.</a>(台达电子)在泰国设立的上市子公司市值在短短一年内狂飙60%，从一年前的约626亿美元飙升至当前的超过1000亿美元。</p><p>Delta Electronics Thailand(DELTA.BK)之所以在这一轮史无前例的 AI 基建热潮中成为“市值怪物”，核心在于它本质上出售的是AI数据中心建设浪潮的不可或缺环节——“电与热”：高效率电源/电力系统(power)+ 热管理/散热(thermal management)，并延伸到ICT基础设施与部分工业/车用电力电子。该公司自身也将定位明确为“数据中心电力设备与热管理解决方案领导者”，产品组合覆盖电力电子系统、数据中心电力链以及液冷等全球最热门赛道。</p><p>在全球AI服务器集群工程视角下，Delta 的“顺风”来自两条硬约束：功耗密度上升与散热瓶颈。当GPU/AI 机柜从几十kW迈向至少百kW级别，类似“星际之门”的超大规模AI数据中心需要从“电网到芯片(grid-to-chip)”的高效供电链条(整流/高压供电/电源架构等)以及更高热通量的液冷系统。Delta公开强调其在 AI 时代提供覆盖数据中心的电力与热管理方案，并在产品端提供液冷/风冷组合(如液冷CDU等)，面向高密度GPU/CPU工作负载。</p><p>OCP已经公开提示AI机架功率“很快将超过500kW”，而英伟达也在推进面向“AI工厂”的高压直流架构，目标覆盖100kW到大于1MW机架量级。 功耗上去不只是“花钱多买一点MOSFET”，而是带来整条链条的器件堆叠：AC/DC与DC/DC的效率与热设计约束更严、48V(或更高压)到点负载(&lt;1V)的多级变换更复杂、GPU/CPU瞬态电流更陡——这会显著推高功率级(FET/功率模块/驱动)、多相控制器、热插拔/电子保险丝、隔离与电流/电压检测、时钟与高速信号调理等细分领域的用量与规格要求。</p><p>资本市场之所以愿意给它更高的估值倍数，本质是把它当作 AI 数据中心资本开支的“铲子股”：每新增一座/扩建一座 AI 数据中心，电源、配电、散热、机柜级液冷等都是刚性BOM，且单机柜价值量随功耗密度上升而上移。与纯整机装配相比，这类“关键部件/系统”更容易体现技术壁垒(效率、可靠性、控制、材料与系统集成)和议价能力;这也对应了市场对其“数据中心需求驱动、电力电子销售强劲”的增长叙事。此外，最高法院裁决推翻关税后，市场对其数据中心电力链核心设备与AI液体冷却设备的需求前景进一步强化，推动其成为泰国首家市值突破1000亿美元的公司。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI数据中心电力与液冷需求猛增! 这家“英伟达链”巨头市值狂飙 创千亿美元里程碑</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI数据中心电力与液冷需求猛增! 这家“英伟达链”巨头市值狂飙 创千亿美元里程碑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-23 19:04 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1406373.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，在美国最高法院裁定推翻特朗普政府IEEPA关税政策，以及谷歌、亚马逊、Meta与微软等科技巨头们主导的史无前例AI数据中心建设浪潮驱动核心电力设备与AI液冷管理设备需求前景大幅扩张之后，人工智能数据中心电力基础设施服务与液冷设备领军者Delta Electronics Thailand Pcl成为泰国股市首家市值达到1000亿美元的上市公司。总部位于泰国的英伟达(NVDA.US...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1406373.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2286300806.USD":"Allianz Cyber Security AT Acc USD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET 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Co.的资深分析师Suwat Sinsadok表示：“Delta Electronics Thailand的盈利能见度非常高，这得益于其极其稳健的业绩增长战略以及其具竞争力的AI数据中心电力链以及液冷产品线。”他补充表示，到2027年该公司净利润或将再大幅增长25%，达到10亿美元。自去年以来的这轮股价大涨使Delta Electronics Thailand Pcl成为东南亚市值第二高的上市公司，仅次于东南亚金融巨头星展集团(DBS Group);后者在去年跨越了1000亿美元这一创纪录的里程碑市值门槛。Delta Electronics Thailand Pcl 的“AI数据中心电力链 + 液冷/热管理设备”毋庸置疑地处在AI算力基础设施的刚需环节(该公司近期公开其数据中心液冷CDU等新一代产品线)，再叠加最高法院推翻特朗普对等关税政策带来的贸易/需求预期改善，共同推动股价与市值再定价。Delta Electronics Thailand Pcl是何方神圣?为何市值猛增至1000亿美元大关Delta Electronics Thailand Pcl这一Delta Electronics, Inc.(台达电子)在泰国设立的上市子公司市值在短短一年内狂飙60%，从一年前的约626亿美元飙升至当前的超过1000亿美元。Delta Electronics Thailand(DELTA.BK)之所以在这一轮史无前例的 AI 基建热潮中成为“市值怪物”，核心在于它本质上出售的是AI数据中心建设浪潮的不可或缺环节——“电与热”：高效率电源/电力系统(power)+ 热管理/散热(thermal management)，并延伸到ICT基础设施与部分工业/车用电力电子。该公司自身也将定位明确为“数据中心电力设备与热管理解决方案领导者”，产品组合覆盖电力电子系统、数据中心电力链以及液冷等全球最热门赛道。在全球AI服务器集群工程视角下，Delta 的“顺风”来自两条硬约束：功耗密度上升与散热瓶颈。当GPU/AI 机柜从几十kW迈向至少百kW级别，类似“星际之门”的超大规模AI数据中心需要从“电网到芯片(grid-to-chip)”的高效供电链条(整流/高压供电/电源架构等)以及更高热通量的液冷系统。Delta公开强调其在 AI 时代提供覆盖数据中心的电力与热管理方案，并在产品端提供液冷/风冷组合(如液冷CDU等)，面向高密度GPU/CPU工作负载。OCP已经公开提示AI机架功率“很快将超过500kW”，而英伟达也在推进面向“AI工厂”的高压直流架构，目标覆盖100kW到大于1MW机架量级。 功耗上去不只是“花钱多买一点MOSFET”，而是带来整条链条的器件堆叠：AC/DC与DC/DC的效率与热设计约束更严、48V(或更高压)到点负载(<1V)的多级变换更复杂、GPU/CPU瞬态电流更陡——这会显著推高功率级(FET/功率模块/驱动)、多相控制器、热插拔/电子保险丝、隔离与电流/电压检测、时钟与高速信号调理等细分领域的用量与规格要求。资本市场之所以愿意给它更高的估值倍数，本质是把它当作 AI 数据中心资本开支的“铲子股”：每新增一座/扩建一座 AI 数据中心，电源、配电、散热、机柜级液冷等都是刚性BOM，且单机柜价值量随功耗密度上升而上移。与纯整机装配相比，这类“关键部件/系统”更容易体现技术壁垒(效率、可靠性、控制、材料与系统集成)和议价能力;这也对应了市场对其“数据中心需求驱动、电力电子销售强劲”的增长叙事。此外，最高法院裁决推翻关税后，市场对其数据中心电力链核心设备与AI液体冷却设备的需求前景进一步强化，推动其成为泰国首家市值突破1000亿美元的公司。","news_type":1,"symbols_score_info":{"NVDG":0.6,"NVDX":0.6,"NVDW":0.6,"NVDB":0.6,"NVDY":0.6,"2NVD.UK":0.6,"NVDQ":0.6,"NVDD":0.6,"ANV":0.6,"SNVD.UK":0.6,"NVDU":0.6,"NVII":0.6,"NVD3.UK":0.6,"NVD2.UK":0.6,"DIPS":0.6,"NVDS.UK":0.6,"NVIW.SI":0.6,"NVD":0.6,"NVDS":0.6,"3NVD.UK":0.6,"NVDA":1.75}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":2,"commentSize":1,"repostSize":1,"favoriteSize":3,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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AI数据中心电力与液冷需求猛增! 这家“英伟达链”巨头市值狂飙 创千亿美元里程碑

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AI数据中心电力与液冷需求猛增! 这家“英伟达链”巨头市值狂飙创千亿美元里程碑