{"id":146066,"date":"2025-09-18T11:43:45","date_gmt":"2025-09-18T03:43:45","guid":{"rendered":"https:\/\/www.gocpmall.com\/?p=146066"},"modified":"2025-09-18T11:43:45","modified_gmt":"2025-09-18T03:43:45","slug":"9%e3%80%8116%e4%bb%8a%e6%97%a5%e8%ae%a1%e5%88%92%e5%be%ae%e9%80%9a%e9%81%93%e6%95%a3%e7%83%ad%e5%99%a8%e6%a6%82%e5%bf%b5%ef%bc%9a%e7%a5%a5%e9%91%ab%e7%a7%91%e6%8a%80%e3%80%81%e7%a7%91%e5%88%9b","status":"publish","type":"post","link":"https:\/\/www.gocpmall.com\/?p=146066","title":{"rendered":"9\u300116\u4eca\u65e5\u8ba1\u5212\u5fae\u901a\u9053\u6563\u70ed\u5668\u6982\u5ff5\uff1a\u7965\u946b\u79d1\u6280\u3001\u79d1\u521b\u65b0\u6e90\u3001\u5de5\u4e1a\u5bcc\u8054\u3001\u9996\u5f00\u80a1\u4efd\u3001\u94c2\u529b\u7279_\u8d22\u5bcc\u53f7_\u4e1c\u65b9\u8d22\u5bcc\u7f51"},"content":{"rendered":"

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行情复盘： 指数震荡收跌，量能22833亿。竞价上海贝岭、圣邦股份大单一字，模拟芯片板块直接高开低走，科技方向核心大票工业富联等小幅调整，固态电池和机器人轮动表现。情绪这边首开股份大高开上板，淳中科技也是高开高走上板，不过随后回落天地板，首开股份也跳水翻绿，接力强分歧，尾盘首开股份回封。 市场缩量弱势震荡，指数明天也有分歧预期，不过盘中应该有修复，还是看弱势震荡。板块的话轮动为主，各个热门板块内部都是高低切，这里首开虽然盘中分歧较大不过尾盘回封，那么可以看看低位低价股的试错机会，今天接力强分歧后明天有修复预期。趋势这边如果是这种小幅调整的话用的时间会比较久一些，资金也是高低切做补涨去了，场上还是套利为主，没有很高预期的机会。 祥鑫科技 (002965) 流通市值约 87亿元 其微通道流道宽度仅0.15mm（行业领先），换热面积提升250%，适配英伟达H100\/RTX 5090、AMD MI300等主流AI芯片，液冷模组已应用于英伟达GB200\/GB300平台，为NVL72机柜提供散热解决方案。$祥鑫科技(SZ002965)$ 科创新源 (300731) 流通市值约 55亿元 凭借“冷板总成+管路集成”技术成为华为液冷主力供应商，其独创的3D打印钛合金微通道冷板，流道精度达±0.05mm，散热效率较传统CNC加工产品提升20%。 飞荣达 (300602) 流通市值约 116亿元 作为华为MLCP核心供应商，其产品用于昇腾910B\/920芯片散热，采用3D打印工艺实现复杂流道设计，2025年华为MLCP订单预期较好。 英维克 (002837) 流通市值约627亿元 国内液冷全产业链龙头，MLCP技术已用于英伟达GB200、AMD MI300X等高端AI服务器；客户包括华为、字节跳动等；预计2025年MLCP相关收入可观。 铂力特 (688333) 流通市值约 202亿元 国内金属3D打印设备及服务龙头，技术储备深厚。公司的液冷板采用金属3D打印技术，散热效率提升30%以上，适配英伟达H100\/H200、寒武纪MLU等高端AI芯片，已进入头部服务器厂商供应链。 热门个股点评： 工业富联：大票领涨，回踩五日线预期。$工业富联(SH601138)$ 首开股份：继续晋级，在淳中这么坑的负反馈下还是涨停了，低价股的试错价值提升了。$首开股份(SH600376)$@东方财富创作小助手 @股吧话题 本文作者可以追加内容哦 !
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行情复盘： 指&#2596 […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-146066","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/posts\/146066","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=146066"}],"version-history":[{"count":0,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/posts\/146066\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=146066"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=146066"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=146066"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}