东方证券：2026年是国产超节点放量元年功耗持续增长带来PSU、HVDC、SST需求

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智通财经APP获悉，东方证券发布研报称，超节点是国产算力进攻的“矛”，通过超节点方式弥补单卡性能不足，2026年是国产超节点放量元年。超级点柜内新增Scale up域，带来交换芯片及交换节点需求;交换节点与计算节点之间需要高速互联，带来铜缆、PCB背板及光互连需求;超节点机柜功耗大幅提升，液冷成为刚需，全液冷时代渐进;超节点机柜涉及多个环节，行业准入门槛提高，价值留存环节增多，服务器ODM厂商迎来...

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东方证券：2026年是国产超节点放量元年 功耗持续增长带来PSU、HVDC、SST需求

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东方证券：2026年是国产超节点放量元年功耗持续增长带来PSU、HVDC、SST需求