英伟达敲定全液冷新标准！产业链替代浪潮开启

中金财经06-23

6月23日早盘，A股液冷概念走强，多只成分股涨停。其中，方盛股份(920662)30CM涨停，圣阳股份(002580.SZ)、大元泵业(603757.SH)、统一股份(600506.SH)10CM涨停。消息面上，英伟达宣布其VeraRubin平台采用全面液冷技术，使用刚性金属歧管/波纹管作为标准流体输送方案，以适应超高功率密度机架在浸没式冷却下的长期稳定运行。此外，每年6-9月是国内数据中心风冷改...

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