[Liquid-cooled server concept rebounded in shock, COSCO and Gaolan shares both rose by more than 10%] On September 7, the concept of liquid-cooled server rebounded in intraday shock, with COSCO and Gaolan shares rising by more than 10%. Previously, Jitai Shares, Haoersai, and Dunan Environment had reached their daily limit, and Jindi Shares, Continental, Shenling Environment, and Ice Lun Environment were among the top gainers. In terms of news, AI computing power has driven liquid cooling from "optional" to "rigid necessity", and there is an obvious mismatch between supply and demand in core links such as cold plates, CDUs, and UQDs. TrendForce’s latest estimate is that the penetration rate of liquid cooling in AI chips will increase from 33% in 2025 to 53% in 2026, and is expected to approach 60% in 2027.