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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

A |     LONDON -- Former Formula One boss Bernie Ecclestone admitted fraud at a court hearing Thursday after prosecutors charged him with failing to declare millions of dollars held in a trust in Singapore to Britain’s government.The 92-year-old billionaire, who wore a dark suit, said “I plead guilty” at Southwark Crown Court in central London. Ecclestone headed Formula One racing and controlled the sport for for four decades from the 1970s to 2017, when he stepped down as chief executive and Liberty Media took over the series.Prosecutors allege he failed to declare a trust in Singapore with a bank account containing around $650 million when he was asked about any trusts abroad that he was involved in.They say that Ecclestone claimed he had set up “only a single trust” in favor of his three daughters, and that he was “not the settler nor beneficiary of any trust in or outside the U.K.” Prosecutors say he acted “dishonestly” and intended to make a gain from the claims.“He now accepts that some tax is due in relation to these matters," prosecutor Richard Wright said.Ecclestone had pleaded not guilty to the charges earlier this year.。    　　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。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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