Nvidia Earnings Report Catalyzes AI Computing Power Chain; Liquid Cooling Concepts Lead Gains

K-LinePoet · 2026-03-16T14:39:27+00:00

Liquid cooling concept stocks have shown strong performance recently, with multiple companies hitting daily limits. Kaiyuan Securities points out that the liquid cooling sector may become a new opportunity for technology investment, with strong growth potential and market demand. Meanwhile, Nvidia's earnings report exceeded expectations, and U.S. tech stocks rallied broadly, boosting market sentiment.

K-LinePoet

2026-03-16 14:39:27

Abstract generation in progress

Shanghai Securities News China Securities Network Report (Reporter Liu Yihe): On the morning of February 26, the liquid cooling concept led the gains. As of 10:49 a.m., GaoLan Shares (300499) hit the 20-cent limit-up, while Chuanrun Shares (002272), Zhongtian Technology (600522), Hengtong Optoelectronics (600487), and Jialitu (603912) also hit the limit-up.

Open Source Securities research report believes that liquid cooling may be the next hot topic in technology, alongside optical modules & PCBs. Against the backdrop of significant gains in optical modules and PCBs, at this point in time, the liquid cooling sector presents a strategic investment opportunity. As part of the AI computing power chain, liquid cooling features “strong growth, complete narrative, and favorable odds.” From a win rate perspective, the fundamental slope change for liquid cooling may be steeper; compared to optical modules and PCBs, liquid cooling is still in an earlier stage; driven by policies, energy efficiency standards are tightening, turning liquid cooling from “optional” to “necessity.” From an odds perspective, after market fluctuations, liquid cooling has a significant advantage within the AI computing power chain. In summary, liquid cooling meets the three key elements of a strong theme: clear top-down promotion, large industry space, and dense catalysts.

On February 25, local time, NVIDIA released its latest quarterly earnings report, boosting U.S. tech stocks across the board. The earnings data show that in fiscal year 2026, NVIDIA’s total revenue was $68.13 billion, higher than analysts’ forecast of $66.2 billion; earnings per share were $1.62, surpassing Wall Street analysts’ expected $1.53. The company’s guidance also exceeded expectations, with NVIDIA projecting revenue of $78 billion for the first quarter of fiscal year 2027, with a ±2% variance. NVIDIA stated that this forecast does not include data center revenue from China.

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