On August 27, Nvidia's outstanding performance and revenue forecasts surpassed market expectations, sparking a widespread rally among A-share stocks themed around artificial intelligence. Concept indices, including HBM (High Bandwidth Memory), copper-clad laminates, optical communications, semiconductor silicon wafers, and optical modules, all closed with gains exceeding 5%. Meanwhile, the liquid-cooled server index sustained its robust upward trend, climbing nearly 4%. According to forecasts from institutional analysts, 31 stocks within the liquid cooling sector are anticipated to witness net profit growth surpassing 30% over the forthcoming two years. Notably, individual stocks such as Envicool, Jinfu Technology, and Tongfei Shares are poised for potential growth exceeding 50%. In terms of stock price performance, shares of Huazheng New Materials, Jinfu Technology, and Shenglan Shares have surged by over 100% since the beginning of the year, while Zhongshi Technology and Feilong Shares have seen increases exceeding 50%.
