09:00–10:00：福田算力目标与液冷连板 (2026)

[
  {
    "event_id": "cls-cn-20260826-futian-compute-80000p",
    "title": "福田可调度算力目标80000P，国资入股8亿",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-08-26T01:03:00Z",
    "event_type": "capacity_plan",
    "asset_keys": [
      "SEMICONDUCTOR"
    ],
    "direction_score": {
      "SEMICONDUCTOR": 2
    },
    "confidence": 94,
    "horizon": "weeks",
    "raw_facts": {
      "publication": "财联社详情页标注2026-08-26 09:03（北京时间），记者郭松峤；百家号财联社官方账号同步标注2026-08-26 09:03",
      "actual": {
        "local_deployed_compute": "福田区河套深港科技创新合作区本地部署算力超4000P",
        "callable_compute": "可调用算力资源超43000P",
        "resource_layout": "3个本地算力资源中心和2个算力调度平台，形成“3+2”格局",
        "fifteenth_five_year_target": "福田区科工信局相关负责人称，力争到“十五五”期末可调度算力规模达到80000P",
        "state_investment": "今年以来福田区属国资平台以8亿元战略入股粤港湾智算旗下天顿数据子公司",
        "orders_yuegangwan": "粤港湾智算相关负责人罗介平：去年年底前150亿元订单已全部交付；今年上半年新签150亿元；最近一个月又签约约70亿元；总订单近400亿元；截至目前已交付超200亿元",
        "pre_credit_lines": "已获各家银行和融资租赁公司超过400亿元预授信额度",
        "gpu_supply_comment": "原文称高端GPU供应依然紧张，算力租赁市场处于涨价周期",
        "shenzhen_robotics_2025": "深圳机器人产业2025年总产值达2426亿元，同比增长20.56%"
      },
      "consensus": "原文未披露",
      "prior": "原文未披露本地部署与可调用算力的前值"
    },
    "transmission_chain": "福田披露本地与可调度算力规模、国资8亿元入股智算企业并给出近400亿元订单与交付进度→区域智算供给与GPU租赁需求可见度上升→SEMICONDUCTOR中AI服务器、GPU与配套设备链条的中期需求预期偏正。",
    "invalidation_conditions": "福田区科工信局、粤港湾智算或财联社修正80000P目标、4000P/43000P现状、8亿元入股金额或近400亿元订单与交付数字，使该容量与订单事件失效。",
    "source_urls": [
      "https://www.cls.cn/detail/2464271",
      "https://baijiahao.baidu.com/s?id=1874545812093395218&wfr=spider&for=pc"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "cls-cn-20260826-liquid-cooling-0939",
    "title": "液冷概念延续强势，康盛豪尔赛2连板",
    "event_time_utc": "2026-08-26T01:39:18Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-26T01:39:18Z",
    "event_type": "price_quote",
    "asset_keys": [
      "SEMICONDUCTOR"
    ],
    "direction_score": {
      "SEMICONDUCTOR": 1
    },
    "confidence": 96,
    "horizon": "intraday",
    "raw_facts": {
      "measurement_time": "财联社详情页原生时间2026-08-26 09:39:18（北京时间）；竞价快照另见同日09:27:39电报",
      "actual": {
        "board_status": "康盛股份、豪尔赛2连板；亿利达4天3板",
        "followers": "超频三、英维克、欧陆通、南方泵业等跟涨",
        "quotes_at_0939_page": "关联个股涨跌幅：康盛股份+10.12%；豪尔赛+9.99%；亿利达+8.65%；超频三+2.58%；英维克+1.33%；欧陆通+1.61%；南方泵业+0.23%",
        "auction_jinfu": "竞价看龙头电报：液冷服务器概念股金富科技（3天2板）高开2.17%",
        "message_cited_trendforce": "财联社转述TrendForce预测：AI芯片液冷渗透率将从2025年约33%升至2026年53%，并在2027年接近60%；谷歌超过80%的AI服务器已采用液冷",
        "trendforce_original_date": "TrendForce新闻稿日期为2026-08-17，非本窗口新发；本事件仅作盘面消息面引用"
      },
      "consensus": "原文未披露",
      "prior": "2026-08-25 13:31:40财联社曾报液冷服务器概念走高，豪尔赛、英维克、康盛股份、金富科技、亿利达涨停（event_id cls-cn-20260825-liquid-cooling-1331）"
    },
    "transmission_chain": "液冷服务器相关个股在隔日涨停后继续连板并获TrendForce液冷渗透率预测作为消息面支撑→A股对AI服务器散热配套的短线定价延续偏强→SEMICONDUCTOR盘中风险偏好边际偏正。",
    "invalidation_conditions": "后续盘面回吐连板与涨幅，或财联社/TrendForce修正上述个股涨跌幅、连板状态或液冷渗透率预测数字。",
    "source_urls": [
      "https://www.cls.cn/detail/2464316",
      "https://www.cls.cn/detail/2464298",
      "https://www.trendforce.com/presscenter/news/20260817-13183.html"
    ],
    "source_tier": "B"
  }
]
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