
AI-generated summary
Shuanghong is a major manufacturer of cooling products. In recent years, it has benefited from the growth in demand for AI servers, especially the increase in the penetration rate of water cooling for HGX servers and the increase in shipments of GB servers from major customers, which has driven its shipments of water cooling products to continue to rise.
Shuanghong’s innovation is sky-high. The picture shows Chairman Lin Yushen. (File photo)
[Reporter Ou Yuxiang/Taipei Report] Today, the stock prices of the cooling group are strong, especially the heat dissipation giant Shuanghong (3324) once stormed the daily limit of 1,750 yuan. At nearly 11:20, Shuanghong's stock price rose 135 yuan, or 8.46%, and was temporarily quoted at 1,730 yuan, setting a new sky-high price, with a trading volume of about 4,600 contracts.
Shuanghong's operations in recent years have continued to benefit from the rising demand for AI servers. The legal person pointed out that Shuanghong has benefited from the increase in the water-cooling penetration rate of HGX servers, and the increase in GB server shipments from major customers, which has driven the shipment of water-cooling products to continue to increase. In addition, AMD and VR products are expected to be shipped by the end of the year, and ASIC water-cooling orders have been obtained. The momentum will continue into next year, and operations will continue to rise in the second half of this year and next year.
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Yesterday, the three major legal persons simultaneously bought more than Shuanghong. Foreign investors bought more than 92 lots, investment banks bought more than 217 lots, and self-operators bought more than 43 lots. The three major legal persons collectively bought more than 352 lots. Yesterday's hedging volume was 2,441 lots, accounting for 59%. Investors should pay attention to subsequent stock price fluctuations.
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AI outlook — possibilities, not facts
Shuanghong’s water cooling product shipments will continue to increase
Likely · Within months
Shuanghong's operations will continue to improve in the second half of this year and next year
Possible · Within months

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