摘要：旋风少女第二季...

纸牌屋第二季

冷板一响黄金万两？一根管道里的万亿生意_我的网站

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一 | The trailer of Happy Patel: Khatarnak Jasoos is finally out. It promises a madcap ride powered by humour, chaos and heart. This wild ride is directed by Emmy-nominated comedian Vir Das in his directorial debut and produced by Aamir Khan Productions. The film is set for a theatrical release on January 16, 2026. The trailer was unveiled on the official YouTube channel of Aamir Khan Talkies as well as on social media platforms. The film also marks Vir Das’ second collaboration with the banner after Delhi Belly. Vir Das stars as Happy Patel, a self-proclaimed international spy with unmistakable Indian roots and a knack for landing in trouble. Described as “a chef, an agent (kind of), a hero (probably),” Happy finds himself facing violence, the Goa Police, and an unexpected romantic turn. Mithila Palkar stars opposite him, while Vir’s straight-haired, Bob Dylan-esque look adds to the film’s offbeat nature. View this post on Instagram A post shared by Aamir Khan Productions (@aamirkhanproductions) The ensemble cast includes Mona Singh, Sharib Hashmi, and Srushti Tawade. Mona Singh takes on a brand new avatar as she plays a strikingly raw, gangster-like avatar. The end of the trailer teases a character played by Aamir Khan. He is seemingly in a spirited and completely different role. As a treat to fans, the film also marks the much-awaited theatrical comeback of Jaane Tu… Ya Jaane Na actor Imran Khan. He is returning to the screen after over a decade. His last release was Katti Batti opposite Kangana Ranaut in 2015. Co-directed by Kavi Shastri and co-written by Amogh Ranadive, the film leans into bilingual humour and playful satire, cheekily flipping the popular meme by suggesting that “India is for beginners.” The trailer hints at a perfectly imperfect spy story that doesn’t take itself too seriously.Also Read: Aamir Khan makes a sharp airport appearance in an understated look。　　液冷板块今早开盘即迎来资金追捧。截至午间收盘，板块整体涨幅达0.79%，康盛股份、英维克双双涨停，申菱环境、同飞股份、朗特智能、豪尔赛全线跟涨。　　催化来自昨晚的一份半年报——8月24日晚间，液冷龙头英维克披露了2026年半年报，上半年营收30.17亿元，同比增长17.24%；二季度归母净利润环比暴增1934%。　　AI太热了，不是比喻，是字面意思。　　当英伟达最新AI服务器的冷却液温度可以飙到45摄氏度，比你家热水器的水温还高时，你就知道，散热这件事已经成了算力竞赛的“第二战场”。而A股的上市公司们，正闻风而动，掀起一场围绕液冷赛道的并购卡位战。　　一根管道里的万亿生意　　液冷是啥？　　简单说，就是用水或特殊冷却液代替空气，把芯片的热量“搬”出去。传统数据中心靠风扇吹，跟夏天用电风扇一个道理——凉快是凉快，但芯片功率一上去就吹不动了。液体带走热量的能力是同体积空气的25倍，噪音还低25到30分贝。　　目前最主流的方案叫“冷板式液冷”——把一块带微小通道的金属板贴在CPU/GPU上，冷却液流过板子，把热量带走。听着简单，但里面涉及微通道精密加工、密封防漏、材料兼容性等一系列高壁垒技术。　　这生意有多大？中金公司研报测算，全球散热器件市场2025至2027年的复合年增长率达59.8%。申万宏源更激进，预计2026年液冷市场空间超千亿，2028年突破3000亿元。而TrendForce的数据显示，液冷在AI芯片中的渗透率将从2025年的33%跃升至2026年的53%，明年逼近60%。　　一句话：风口来了。　　上市公司液冷卡位战　　最新的案例是远东股份。

二 | 8月24日晚间，这家老牌线缆企业公告，子公司拟以2.16亿元收购富的旺旺80%股权，切入液冷散热核心部件领域。　　远东股份的逻辑很清晰：公司已有算力芯片检测设备和全光互联业务，收购液冷资产，正好凑齐“供电—互联—散热”的AI基础设施闭环。这也是这一轮液冷并购潮的典型特征——产业补链型，在AI硬件产业链上找缺口，强化自身闭环能力。　　这不是孤例。今年以来，20多家上市公司公告涉足液冷领域，从做瓶盖的金富科技到做模具的祥鑫科技，跨度之大，堪称“跨界奇观”。东吴证券研报指出，液冷正从“可选”走向“必选”，英伟达Rubin平台已全面导入无风扇全液冷架构，这一趋势不可逆。