As Nvidia's performance and revenue guidelines both exceeded expectations, A-share AI-themed stocks surged across the board on August 27. Concept indices such as HBM, copper-clad plates, optical communications, semiconductor silicon wafers, and optical modules closed up more than 5%; the liquid-cooled server index also continued to be strong, surging nearly 4%. Huachuang Securities pointed out that liquid cooling has significant advantages in improving cooling efficiency, reducing energy consumption and operating costs, and is expected to become an important infrastructure for data centers in the future. New application scenarios such as AI have emerged, putting higher demands on computing power equipment and data centers carrying computing power, and increasing the demand for data centers. The data center architecture evolved from the original IDC and server rooms to AIDC intelligent computing centers. As computing power density increases, the thermal density of computing power equipment and data center cabinets has increased significantly, speeding up the introduction of liquid cooling technology. According to statistics from the Securities Times and Databao, according to institutional forecasts, the net profit growth rate of 31 liquid-cooled concept stocks is expected to exceed 30% this year and next two years. Among them, the net profit growth rate of individual stocks such as Invec, Jinfu Technology, and Tongfei Co., Ltd. is over 50%. Judging from stock price performance, individual stocks such as Huazheng New Materials, Jinfu Technology, and Shenglan Co., Ltd. rose more than 100% during the year, while individual stocks such as Sinopec Technology and Feilong Co., Ltd. surged more than 50%.

As Nvidia's performance and revenue guidelines both exceeded expectations, A-share AI-themed stocks surged across the board on August 27. Concept indices such as HBM, copper-clad plates, optical communications, semiconductor silicon wafers, and optical modules closed up more than 5%; the liquid-cooled server index also continued to be strong, surging nearly 4%. Huachuang Securities pointed out that liquid cooling has significant advantages in improving cooling efficiency, reducing energy consumption and operating costs, and is expected to become an important infrastructure for data centers in the future. New application scenarios such as AI have emerged, putting higher demands on computing power equipment and data centers carrying computing power, and increasing the demand for data centers. The data center architecture evolved from the original IDC and server rooms to AIDC intelligent computing centers. As computing power density increases, the thermal density of computing power equipment and data center cabinets has increased significantly, speeding up the introduction of liquid cooling technology. According to statistics from the Securities Times and Databao, according to institutional forecasts, the net profit growth rate of 31 liquid-cooled concept stocks is expected to exceed 30% this year and next two years. Among them, the net profit growth rate of individual stocks such as Invec, Jinfu Technology, and Tongfei Co., Ltd. is over 50%. Judging from stock price performance, individual stocks such as Huazheng New Materials, Jinfu Technology, and Shenglan Co., Ltd. rose more than 100% during the year, while individual stocks such as Sinopec Technology and Feilong Co., Ltd. surged more than 50%.