[The concept of liquid-cooled servers has repeatedly strengthened, and Jinfu Technology and other stocks have hit their daily limit] On September 3, the concept of liquid-cooled servers has repeatedly strengthened, with Jinfu Technology having 4 boards in 10 days. Previously, Jitai shares had 4 boards in a row, Jindi shares had 3 boards in 4 days, Siquan New Materials and Hongfuhan rose by more than 10%, and Snowman shares, Sichuan Run shares, Shenling Environment, Feilong shares, etc. were among the top gainers. On the news, CICC’s research report stated that it is optimistic about the high growth of the optical communication cooling track in the context of the continued expansion of AI computing power clusters, focusing on optical module VC, liquid cooling Cage and co-packaged switch liquid cooling opportunities.