国联民生证券：英伟达(NVDA.US)业绩印证行业景气国产液冷迎黄金窗口

智通财经03-20

智通财经APP获悉，国联民生证券发布研报称，英伟达(NVDA.US)2026财年Q4及全年业绩大幅超越市场预期，GB300液冷深度渗透+下一代Rubin平台100%强制液冷，单机柜功率密度大幅跃升，彻底将液冷从“可选配置”升级为“AI算力基础设施标配”。英伟达下放冷板、CDU等核心部件采购权，在液冷技术迭代需求压力下，开放趋势预期长期延续，具备微通道冷板、高密度CDU等核心技术储备的国产厂商，正...

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国联民生证券：英伟达(NVDA.US)业绩印证行业景气 国产液冷迎黄金窗口

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国联民生证券：英伟达(NVDA.US)业绩印证行业景气国产液冷迎黄金窗口