On November 11, the computing power hardware concept exploded, leading the way in the CPO and PCB direction. GEM's computing power ETF Huaxia surged 5.7%, with a turnover of 422 million yuan. In terms of capital flow, it has received net subscriptions for 2 consecutive days, with the latest scale of 930 million yuan. According to the news, there are signs of easing the optical module policy, and capital expenditure remains strong. Fangzheng Securities pointed out that speeding up the deployment of overseas computing power constellations will reduce resource space such as orbits and frequencies, and force the country to speed up the planning and launch of computing power constellations. At the same time, many domestic space computing power plans have been announced one after another. Domestic and foreign industries are progressing and resonating, and space computing power will enter a stage of rapid development. Great Wall Securities believes that the increase in power consumption and deployment density of computing power equipment combined with stricter energy efficiency requirements in data centers is expected to jointly promote the expansion of liquid cooling applications. With the gradual improvement of interface standards and the accumulation of project delivery experience, the competitive advantage of the liquid cooling industry chain is expected to be more reflected in product reliability, system adaptability, and engineering delivery efficiency. It is recommended to focus on key aspects such as cold plates, CDU, and quick connectors, as well as manufacturers with full chain product layout, system adaptability, and project delivery experience. Hualong Securities said that, driven by the AI industry, industry demand has clearly recovered, performance has continued to improve marginally, and the recovery trend has been further consolidated. Policy guidelines combined with domestic substitution promotion will continue to boost domestic demand for technology. It is recommended to focus on AI infrastructure-related aspects in the computer equipment industry, including AI servers, computing power services, and cooling. According to data, the GEM Computing Power ETF Huaxia closely tracks the GEM Computing Power Infrastructure Index. The index focuses on the AI computing power infrastructure industry chain, and is a convenient tool to lay out the core links of computing power hardware with one click.
Zhitongcaijing · 2d ago
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On November 11, the computing power hardware concept exploded, leading the way in the CPO and PCB direction. GEM's computing power ETF Huaxia surged 5.7%, with a turnover of 422 million yuan. In terms of capital flow, it has received net subscriptions for 2 consecutive days, with the latest scale of 930 million yuan. According to the news, there are signs of easing the optical module policy, and capital expenditure remains strong. Fangzheng Securities pointed out that speeding up the deployment of overseas computing power constellations will reduce resource space such as orbits and frequencies, and force the country to speed up the planning and launch of computing power constellations. At the same time, many domestic space computing power plans have been announced one after another. Domestic and foreign industries are progressing and resonating, and space computing power will enter a stage of rapid development. Great Wall Securities believes that the increase in power consumption and deployment density of computing power equipment combined with stricter energy efficiency requirements in data centers is expected to jointly promote the expansion of liquid cooling applications. With the gradual improvement of interface standards and the accumulation of project delivery experience, the competitive advantage of the liquid cooling industry chain is expected to be more reflected in product reliability, system adaptability, and engineering delivery efficiency. It is recommended to focus on key aspects such as cold plates, CDU, and quick connectors, as well as manufacturers with full chain product layout, system adaptability, and project delivery experience. Hualong Securities said that, driven by the AI industry, industry demand has clearly recovered, performance has continued to improve marginally, and the recovery trend has been further consolidated. Policy guidelines combined with domestic substitution promotion will continue to boost domestic demand for technology. It is recommended to focus on AI infrastructure-related aspects in the computer equipment industry, including AI servers, computing power services, and cooling. According to data, the GEM Computing Power ETF Huaxia closely tracks the GEM Computing Power Infrastructure Index. The index focuses on the AI computing power infrastructure industry chain, and is a convenient tool to lay out the core links of computing power hardware with one click.
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