唱响大A
10-04
$联想集团(00992)$
当前市场上液冷方案盛行,给算力厂商带来新的增长点,IDC预计,2023-2028 年,中国液冷服务器市场年复合增长率将达到45.8%,2028年市场规模将达到 102亿美元。联想液冷布局早、技术领先,中长期会稳步收获液冷产业扩张带来的红利。
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我不是虎友
10-04
我不是虎友
联想在非PC领域真的是越来越有看点了,如今再加上AI的加持,确实是一个很好的投资标的!
二五仔
10-04
二五仔
企业选择业务方向,需要对行业有很长时间的洞察和清晰的预判,以及持之以恒的迭代,就比如液冷这样的技术,通过这一点也能看出联想对于行业发展的预判具有前瞻性。
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