CITIC Securities has identified significant growth potential in the liquid cooling supply chain, driven by the mass production of the Rubin platform and increasing demand for liquid cooling in optical modules. The firm anticipates an acceleration in order volume for domestic manufacturers by 2026, provided they possess strong production capabilities, deep client relationships, and scalable capacity. Consequently, CITIC Securities recommends focusing on supply chain companies that can meet these criteria. AI
IMPACT Potential for increased demand in cooling infrastructure for AI hardware.
RANK_REASON Analyst report discussing industry trends and investment opportunities.
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