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中金：继续看好AI算力成长主线 建议关注两大机会_我的网站
一 | 中金：继续看好AI算力成长主线建议关注两大机会 人民财讯8月25日电，中金公司研报称，截至2026年8月14日，SW通信指数、通信设备板块点数较年初分别上涨36.3%、44.9%，大幅跑赢大盘。上半年海外算力链与产业链涨价行情贯穿，全球CSP资本开支上调、Token需求爆发、1.6T光模块放量及AI产业链业绩兑现共同驱动板块表现。 BTS' Jimin and Jungkook kick off their new great adventure with the premiere of the second season of their hit travel reality series Are You Sure?!. The first two episodes are out on the OTT platform Disney+. In the first two episodes released today, the duo reunite just a week after completing their military service for an impromptu journey. It begins in the Swiss Alps, where they immerse themselves in serene nature, explore local towns and rediscover simple joys away from the stage. What begins as a peaceful getaway takes an unexpected turn. ALSO READ: BTS Monuments: Beyond The Star trailer chronicles the highs, lows and pandemic struggles of BTS Are You Sure?! Season 2 follows Jimin and Jungkook over 12 days from the tranquil scenery of Switzerland to Vietnam. Like the first season, it is about the genuine chemistry and humour of Jimin and Jungkook. The series comprises eight episodes, with two episodes dropping every Wednesday through December 24. Interestingly, this time, the makers have noted that it offers a more relaxed and spontaneous look at Jimin and Jungkook’s friendship.For those unaware, the first season was all about New York State, Jeju Island and Sapporo. Interestingly, the two singers have been excited to explore different places with Are You Sure?!. On the professional front, both Jimin and Jungkook have been making their names as solo artistes, as BTS was on a temporary hiatus due to everyone's military schedules. Now the members of BTS are back to make an album, which is supposedly releasing in Spring 2026. Leader RM has spoken extensively about the album. He recently said, "The music is coming out really well!!” He also asked their fans to stay tuned for the new songs coming their way. ALSO READ: RM Drops Surprise Photo From BTS’ Rehearsal。继续看好AI算力成长主线，建议关注两大机会：（1）国产算力：政策将算力提升至国家级基础设施高度，国产大模型持续迭代，超节点推动竞争从单卡性能向系统效率演进，关注服务器、交换机及液冷等环节；（2）海外算力：CSP资本开支与云计算订单维持高景气，AIASIC加速放量，800G/1.6T及scale-up光互连持续升级，关注ASIC、光模块等产业链。 。
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