中信证券：液冷订单交付或在2026年加速
2026-06-18 01:06:44
中信证券研报称，Rubin平台量产将驱动液冷行业从预期转向订单交付，叠加光模块液冷需求从0到1放量，产业链全环节需求同步释放。据36氪报道，中信证券认为国内厂商已通过长期验证配合，终端客户订单放量节奏有望在2026年加速，并建议关注具备量产交付能力、客户深度绑定及产能扩充节奏匹配下游落地的供应链厂商。
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