中金：持续看好未来AI数据中心建设需求高景气关注液冷与电源侧_老虎社区_美港股上老虎

中金：持续看好未来AI数据中心建设需求高景气关注液冷与电源侧

智通财经03-24

智通财经APP获悉，中金发布研报称，GTC 2026大会上，英伟达升级Rubin液冷方案，当前Rubin GPU的功耗已经突破2000W，Vera Rubin NVL 72单机柜功率已达225kW左右，传统风冷逐渐推出历史舞台，液冷在Rubin一代已经变成了100%渗透率的必选项，在量价层面均打开了液冷空间。电源侧，本次GTC大会进一步明确一次电源侧技术发展路线，短期800V HVDC分布式方案...

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side","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300990":1.87,"301590":1.87,"NVDQ":0.6,"NVD2.UK":0.6,"NVDG":0.6,"3NVD.UK":0.6,"NVDU":0.6,"2NVD.UK":0.6,"NVDD":0.6,"002851":1.95,"NVDB":0.6,"NVD3.UK":0.6,"SNVD.UK":0.6,"NVD":0.6,"NVDW":0.6,"ANV":0.6,"NVIW.SI":0.6,"DIPS":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDY":0.6,"NVDA":1.91,"NVDX":0.6,"NVII":0.6},"content_text":"智通财经APP获悉，中金发布研报称，GTC 2026大会上，英伟达升级Rubin液冷方案，当前Rubin GPU的功耗已经突破2000W，Vera Rubin NVL 72单机柜功率已达225kW左右，传统风冷逐渐推出历史舞台，液冷在Rubin一代已经变成了100%渗透率的必选项，在量价层面均打开了液冷空间。电源侧，本次GTC大会进一步明确一次电源侧技术发展路线，短期800V HVDC分布式方案sidecar有望成为主流，看好2026年成为800V HVDC元年，660kW为一代产品，后续或将往1.2MW迭代。中金主要观点如下：液冷：Rubin液冷方案在升级，LPU带来增量Rubin GPU的功耗已经突破2000W，Vera Rubin NVL 72单机柜功率已达225kW左右，传统风冷逐渐推出历史舞台，液冷在Rubin一代已经变成了100%渗透率的必选项，在量价层面均打开了液冷空间：1)量：Rubin机柜在网卡、PDB、bluefield模块或将配置独立的小冷板冷却，CPO交换机也采用了100%全液冷，冷板、快接头和管路用量更上一层楼；2)价：GPU冷板采用微通道技术+镀金，价值量有望再提升。此外，英伟达新推出Groq LPX推理芯片，其机柜采用液冷设计，或将成为液冷重要增量。电源：sidecar解决方案正式发布，2026年或为800V HVDC元年本次GTC大会电源侧变化主要集中在一次电源侧，台达、麦格米特等电气厂商公布800V HVDC sidecar及DC-DC电源解决方案。综合各家技术方案及参数，本次GTC大会进一步明确一次电源侧技术发展路线，短期800V HVDC分布式方案sidecar有望成为主流，看好2026年成为800V HVDC元年，660kW为一代产品，后续或将往1.2MW迭代。估值与建议考虑到公司主业因原材料涨价毛利率下降以及AIDC业务费用投入增长，下调麦格米特2025年净利润63.2%至1.40亿元，维持2026年盈利预测10.55亿元，引入2027年盈利预测14.60亿元；考虑到26年公司AIDC业务进入兑现期以及市场估值中枢上行，上调目标价52.6%至145 元，当前股价/目标价分别对应2026-27 年40.9x/29.5x P/E和57.2x/ 41.3x P/E，有39.8%的上行空间，维持跑赢行业评级。持续看好未来AI数据中心建设需求高景气、带动未来电源和液冷的需求共同演进，推荐：麦格米特(002851.SZ)、优优绿能(301590.SZ)、同飞股份(300990.SZ)。风险因素英伟达Rubin出货不及预期，英伟达Rubin U量产不及预期，800V HVDC商业化不及预期。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}