---
title: "Liquid-cooled servers and CPOs collectively surge! The robotics industry chain explodes【Stock Market Focus】"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/253549558.md"
description: "Recently, liquid-cooled servers and CPO (Co-Packaged Optics) technology have performed strongly in the AI investment boom, with related stocks collectively rising. In the A-share market, Shuguang Shuchuang and Goaland hit the daily limit, while several other stocks rose by over 10%. In the Taiwan stock market, liquid-cooled server and CPO concept stocks are also strong, with typical leaders like Gaoli and Taishuo being favored by funds. Overall, the robotics industry chain has also seen a full-scale outbreak, with related concept stocks performing outstandingly"
datetime: "2025-08-19T02:13:10.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/253549558.md)
  - [en](https://longbridge.com/en/news/253549558.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/253549558.md)
generator: "portal-rs"
---

# Liquid-cooled servers and CPOs collectively surge! The robotics industry chain explodes【Stock Market Focus】

Investment Insights - CPO (Co-Packaged Optics) and liquid cooling technology are the core directions for upgrading AI data centers and expanding computing power infrastructure, with high growth trends in the industry expected to continue.

Recently, under the global AI investment boom, AI hardware stocks have surged again, with liquid cooling servers and optical modules (CPO) collectively experiencing significant increases. The robotics industry chain has also seen a full-scale explosion.

A-shares

On August 18, among A-share liquid cooling server concept stocks, Sugon Information Technology and Goaland both hit the 30% daily limit, while Hongfu Hant and Feirongda, as well as Kechuang Xinyuan, rose over 10%.

In the optical module concept stocks, Ruijie Networks and Dekoli both hit the 20% daily limit, while Guangku Technology rose over 18%.

In the robotics concept stocks, over 40 related concept stocks, including Xiangming Intelligent, Qiangrui Technology, Lingyi Zhizao, and Guoji Jinggong, hit the daily limit or rose over 10%.

Taiwan stocks

Taiwan's liquid cooling server and optical module (CPO/Silicon Photonics) concept stocks have performed extremely strongly.

In the liquid cooling server concept stocks, typical leaders such as Gaoli (8996) and Taisuo (3338) continue to attract capital.

Others like Qihong (3017), Shuanghong (3324), Lizhi (3483), and Quanta (2382) have benefited from the simultaneous strengthening of AI and data center liquid cooling demand.

In the CPO/Silicon Photonics stocks, Boruiwei (3163) and Huaxingguang (4979) have performed the strongest, hitting the daily limit for several days.

Lianya (3081), Shangquan (3363), Guangsheng (6442), and Zhongda-KY (4977) are also part of the Silicon Photonics and CPO beneficiary chain, showing strong rebound and capital rotation since August

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**