By the close of the first quarter in 2026, research findings from public funds indicated that fund managers persist in directing their attention towards pioneering sectors, including semiconductors, new energy, and artificial intelligence. They show a preference for companies that possess core technologies and robust industrialization capabilities. Notably, liquid cooling technology—a crucial infrastructure for AI computing power—is making a shift from the technology validation phase to large-scale commercial deployment. This pivotal moment in the industry has garnered substantial capital interest, leading to several listed companies within the liquid cooling industry chain becoming the focus of intensive research by public funds.
