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中金：超节点重塑国产算力，海外AI高景气延续_我的网站

A |     获悉，中金公司发布研报称，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。

B |     (ECNS) -- Offshore duty-free sales in south China's Hainan Province totaled 21.6 billion yuan (about $3 billion) in the first seven months of 2026, up 17.9% year on year, according to data released by Haikou Customs on Wednesday.    The number of shoppers reached 3.111 million, up 11.9%, and 17.653 million items were purchased, up 6.9%, the data showed.        The 27th Hainan Island Carnival was held across the province from July 18 to August 2. During the carnival, major shopping districts, scenic spots and duty-free shops in Hainan rolled out night markets and themed pop-up events, with several concerts by well-known singers held simultaneously.    To capitalize on the influx of visitors, several duty-free shops in Sanya launched exclusive benefits during the concert periods, including free shuttle buses, special discounts, fan-exclusive coupons and branded blind box gifts. These initiatives created new consumption scenarios that integrated live experiences with the broader "culture + tourism + duty-free" ecosystem.    With the deepening of Hainan's Free Trade Port operations and the continued expansion of international flight routes, a growing number of overseas tourists have joined the shopping boom. The "Sanya-Prague" route is China's first passenger route operating under Seventh Freedom of the Air rights.    Since its launch last December, the route has been in stable operation for more than six months.    Anna, a traveler from the Czech Republic, purchased a beauty gift set and Chinese tea at the Sanya International Duty Free Shopping Complex. She said it is hard to find such a wide variety of products in the Czech Republic, and the prices are also more affordable than in Europe.    "With more students traveling to and from Hainan during the summer break, we have timely added products popular among students, such as cosmetics, luggage and electronics, and launched various promotions to improve their shopping satisfaction," said Zhong Shihua, a sales manager at the Global Premium (Haikou) Duty Free City.    (By Tang Yuxian)                    。

C | 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。

D | 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，AI ASIC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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Published on:17:08:10