11:00–13:00：AIDC算力收入占比超50% (2026)

[
  {
    "event_id": "cls-cn-20260901-aidc-revenue-share",
    "title": "AIDC算力收入占比超50%，印尼项目年内交付",
    "event_time_utc": "2026-09-01T04:38:23Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-09-01T04:38:23Z",
    "event_type": "capacity_plan",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {
      "SEMICONDUCTOR": 1
    },
    "confidence": 82,
    "horizon": "weeks",
    "raw_facts": {
      "actual": {
        "AIDC算力业务收入占比": "超50%",
        "海外节点建设": "加速",
        "印尼项目交付": "2026年内开始交付"
      },
      "consensus": "原文未披露",
      "prior": "原文未披露",
      "source_description": "财联社机构调研摘要未披露公司名称"
    },
    "transmission_chain": "AIDC算力业务收入占比超50%且印尼项目年内开始交付→算力服务与数据中心节点扩张信号→半导体ETF相关AI算力链预期获得边际支撑。",
    "invalidation_conditions": "后续公司公告或同一调研来源修正AIDC收入占比、否认海外节点建设或取消印尼项目年内交付安排。",
    "source_urls": [
      "https://api3.cls.cn/share/article/2470526?os=&sv=8.4.4&app=CailianpressWap"
    ],
    "source_tier": "B"
  }
]
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