today's disk
Today, the Shanghai and Shenzhen stock markets showed a shock adjustment pattern as a whole. The Shanghai composite index opened low in early trading, while the gem index and Shenzhen composite index opened high and went low. On the whole, the pattern of weakness is obvious. As of the issuance of the document, the three major indexes have all been green.
In terms of industry sector growth ranking, East digital West computing, state-owned assets cloud concept, data center, Huawei shengteng, Internet services, smart government, network computing, Huawei Euler, digital economy and other sectors led the rise, while MLCC, phosphorus chemical industry, covid-19 drugs, medical waste treatment, water mud building materials, energy metals, batteries, wind power equipment, CRO Salt lake lithium extraction and other sectors led the decline. As of the time of posting, the number of gainers is more than 2500 and the number of losers is more than 1800, which has a good profit-making effect. Northbound funds sold a net 2.6 billion.
message interpretation
According to the national development and Reform Commission, the overall layout design of the national integrated big data center system has been completed, and the "counting from the east to the west" project has been officially launched. Previously, the first batch of data center liquid cooling industry standards in China were officially released, effectively filling the gap of current data center liquid cooling industry standards outside China.
High density computing is promoting the rise of liquid cooling technology in data center. Submerged liquid cooling has significant advantages. Compared with the traditional air cooling, the energy consumption of the data center is reduced by 90% - 95%. Market analysis believes that liquid cooling is not only a change in the cooling mode, but also a change in the ecology of the whole data center. According to the agency's prediction, by 2025, the overall scale of China's liquid cooling data center market is conservatively estimated at 128.32 billion yuan and optimistically estimated at 133.03 billion yuan.
Therefore, as a major project in the field of new infrastructure, with the continuous introduction of policies, the follow-up will enter the stage of accelerated development. Therefore, under the expectation of stable growth, the data center industrial chain, as the representative of new infrastructure, is expected to fully benefit from the promotion of the project, which will drive the overall improvement of computing demand in the central and western regions, operators, ICT equipment The fields of optical module, IDC, optical communication and supporting equipment (UPS power supply, temperature control equipment, etc.) will benefit.
should focus on strategies and directions
Last week, we said that the index rebounded immeasurably, and we need to pay attention to risks. At present, the index is directly affected by the periphery today, and the market is adjusted according to the trend. Therefore, the current market still belongs to the shock bottoming stage. The rebound last week did not change the overall short trend. We still need to control the overall position in operation. The repeated market at the bottom stage is normal, and we need to wait patiently for the signal of position increase in the future.
