<?xml version="1.0" encoding="utf-8" standalone="yes"?>
<rss version="2.0" xmlns:atom="http://www.w3.org/2005/Atom" xmlns:content="http://purl.org/rss/1.0/modules/content/">
  <channel>
    <title>液冷 on 黑洞研报</title>
    <link>https://dark-hole.com/tags/%E6%B6%B2%E5%86%B7/</link>
    <description>Recent content in 液冷 on 黑洞研报</description>
    <image>
      <title>黑洞研报</title>
      <url>https://dark-hole.com/images/papermod-cover.png</url>
      <link>https://dark-hole.com/images/papermod-cover.png</link>
    </image>
    <generator>Hugo -- 0.154.5</generator>
    <language>zh-cn</language>
    <lastBuildDate>Tue, 15 Sep 2026 19:30:00 +0000</lastBuildDate>
    <atom:link href="https://dark-hole.com/tags/%E6%B6%B2%E5%86%B7/index.xml" rel="self" type="application/rss+xml" />
    <item>
      <title>新宙邦📒—半导体氟化液逻辑靠谱吗？</title>
      <link>https://dark-hole.com/posts/20260915_00001/</link>
      <pubDate>Tue, 15 Sep 2026 19:30:00 +0000</pubDate>
      <guid>https://dark-hole.com/posts/20260915_00001/</guid>
      <description>3M退出为半导体氟化液国产替代打开空间，新宙邦已有量产基础，但10亿半导体利润和千亿市值仍需业绩验证。</description>
    </item>
    <item>
      <title>金田股份：算力铜材逻辑成立，但这份研报有几处数据需要打折</title>
      <link>https://dark-hole.com/posts/20260915_00003/</link>
      <pubDate>Tue, 15 Sep 2026 00:00:00 +0000</pubDate>
      <guid>https://dark-hole.com/posts/20260915_00003/</guid>
      <description>金田股份算力散热铜材和机架母线确实进入放量期，但研报对产能、利润和再生铜的部分判断偏乐观。</description>
    </item>
  </channel>
</rss>
