【期貨熱點追蹤】LME銅價跌至七週低點，受美元創13個月新高及美聯儲加息預期施壓，87萬噸顯性庫存壓頂！麥格理預警銅價中期回調，這波“去庫”還要多久？

China International Capital Co (CICC) says proximal (near-chip) heat spreading and liquid cooling are complementary as GPU power for H100, Blackwell and Rubin series climbs past the kW level and 3D packaging raises local heat flux, exposing copper/aluminum thermal limits. Diamond, with ~2,000 W/m·K thermal conductivity and low thermal expansion, can rapidly even out chip hotspots; CICC expects implementations where diamond handles near-chip lateral heat spreading while full liquid cooling removes system- and rack-level heat — a composite diamond-heat-spreader plus full-liquid-cooling solution is likely for future high-end AI servers.

China State Planner and the National Energy Administration issued a new energy system plan to build a flexible power‑load ecosystem and increase user‑side demand response via new load management systems. The plan calls for full use of electric‑vehicle storage and integrated vehicle‑pile‑station‑grid interaction, promoting smart, orderly charging and targeting roughly 50 GW of aggregated adjustable vehicle‑grid charging capacity by 2030. It also mandates accelerated scale‑up of virtual power plants, aiming for VPP regulation capacity to exceed 50 GW by 2030.