英伟达(NVDA.US)涨超1.5%，报182.75美元。消息面上，由贝莱德、英伟达、微软联合成立的投资基金 AIP宣布，该联盟已达成一笔400亿美元的交易，收购麦格理资产管理旗下的数据中心巨头Aligned，这 是有史以来规模最大的数据中心交易之一。交易预计将于2026年上半年完成，尚待监管部门批准。(格 隆汇) ...

贝莱德牵头的人工智能基础设施投资联盟达成了数据中心行业最大规模交易之一。 当地时间周三，由贝莱德、英伟达、微软联合成立的投资基金AIP宣布，该联盟已达成一笔400亿美元 的交易，收购麦格理资产管理旗下的数据中心巨头Aligned，这是有史以来规模最大的数据中心交易之 一。 各方表示，交易预计将于2026年上半年完成，尚待监管部门批准。买家包括贝莱德、AIP和阿布扎比基 金 MGX 在内的投资财团，以及包括英伟达、微软和 xAI。 AIP，全称Artificial Intelligence Infrastructure Partnership——人工智能基础设施合作伙伴关系，由贝莱 德、全球基础设施合作伙伴、阿布扎比MGX、微软和英伟达共同创立，旨在扩大AI基础设施容量，并 帮助塑造AI驱动的经济增长未来。 MGX首席执行官Ahmed Yahia Al Idrissi表示，"我们坚信，从云计算和AI角度来看，全球产能建设的需 求是巨大的。我们谈论的是全球每年约20吉瓦的规模，其中约一半将在美国。" 该联盟的目标是筹集高达1000亿美元的资金，用于扩建支持AI增长的数据中心和能源基础设施。此次 收购Aligned ...

中证报中证网讯(记者张鹏飞)近日，东方国信（300166）在智算中心业务领域持续发力，旗下和林格尔 智算园区继此前多次中标后，再度斩获头部互联网客户数据中心机柜租赁订单。 记者从公司了解到，此次合作范围覆盖智算园区的2栋数据中心楼，从订单确认到交付启用的高效衔 接，进一步凸显东方国信在智算基础设施建设领域"快速响应、高效交付"的核心优势，将显著扩大机柜 服务供给能力的同时，为公司业绩增长注入明确动力，也为客户提供高密度、高可靠的机柜租赁及配套 运维服务。 值得一提的是，东方国信深度响应国家战略号召，一方面园区深度对接内蒙古绿电资源，为国家"双 碳"战略落地提供数据中心领域的实践样本；另一方面，在建设方案上采用了当前数据中心高功率高密 度场景下的前沿节能方案。现如今，"绿色数据中心"已成为客户选型的核心指标之一，超70%的头部企 业将PUE≤1.2作为合作前提，东方国信在数据中心的绿色设计与高功率密度配置完全匹配市场主流需 求，业务增长与行业趋势高度契合。 东方国信表示，未来，将始终秉承"绿色、高效、节能"的核心发展理念，以和林格尔智算园区为重要支 点，持续深化绿电资源整合与节能技术创新，为"中国云谷"数字经济 ...

A股复盘 | 回血回血 / 2025.10.15 听六公主说，中美关系要缓和了？不管怎么样，今天回大血了，哈哈哈，一怒之下在群里发了五元红包 说说今天最热闹的机器人吧！下午，机器人概念忽然拉升，征和工业涨停，股价创历史新高；中坚科技、五洲新春、三花智控迅速涨停。 找了找，果然有小作文， 推特用户"特斯拉新闻专线"说， 特斯拉已向中国供应商三花智控下达了价值6.85亿美元的Optimus线性执行器订 单! 这笔订单足以生产18万台Optimus机器人；执行器预计将于2026年第一季度开始交付，这将是一个强有力的信号。 结果一查发现，10月13号国内公众号就写了这条消息了 再一查，10月8号股吧博主就发了 这三花智控也是"赵贞吉附身"，都不好好回应， 该公司证券部人士告诉记者，公司机器人业务进展顺利，但无法回应关于以上市场传言内 容。 看后面的龙虎榜，章盟主买了六个多亿！！真羡慕啊~~ 9月新增人民币贷款1.29万亿元，低于预期，创2017年以来同期最低。从部门看，居民部门、企业部门同比少增1110亿元、2700亿元，显 示需求仍弱。 今天公布了两大重磅数据，一是物价，二是金融数据。 早上统计局披露，9月CPI同 ...

该投资财团计划在未来几年内迅速扩大Aligned的业务规模，将数据中心园区数量在目前的50个基础上 提高一倍以上，以满足算力需求。 (作者/箫雨) 凤凰网科技讯 北京时间10月15日，据路透社报道，英伟达、xAI、微软以及贝莱德等公司组成的投资财 团将以400亿美元收购Aligned数据中心公司。Aligned是全球最大的数据中心运营商之一。 Aligned为超大规模云服务商、新兴云服务商以及企业客户设计、建造并运营数据中心。该公司拥有50 个园区，业务遍及美国和拉丁美洲，现有和规划中的总容量超过5吉瓦，包含正在开发中的资产。 该投资财团名为"AI基础设施合作伙伴关系"(AIP)，初步计划部署300亿美元的股权资本，若计入债权融 资，总投资规模有望达到1000亿美元。 对于Aligned的收购是AIP的首次投资，该交易预计将在2026年上半年完成。Aligned将继续把总部设在 得州达拉斯，并由CEO安德鲁·沙普(Andrew Schaap)领导。 ...

Core Insights - The Zhejiang Cloud Computing Data Center South District project is set to commence construction, following a public response from the Hangzhou Gongshu District Development and Reform Bureau regarding related proposals [1] - The project is a collaboration between Hangsteel Group and Alibaba Group, with a total investment of 15.8 billion yuan, featuring 10 data center buildings capable of hosting 10,800 server cabinets and running 200,000 servers [1][2] Group 1 - The South District project is a critical component of the overall Zhejiang Cloud Computing Data Center initiative, which is being developed in phases, with the North District having already commenced operations on November 30, 2022 [2][5] - The North District provides essential infrastructure for various sectors, including e-commerce, finance, logistics, cloud computing, big data, and other internet value-added services, supporting industrial internet, smart manufacturing, smart cities, future communities, and intelligent environmental projects [2] Group 2 - The South District project is located in the Hangzhou northern area, specifically in the Hangsteel self-reserved area, covering approximately 91,072 square meters (about 137 acres) with a planned investment of around 1.8 billion yuan [5] - The project aims to build a smart computing data center park with a total planned computing power of 4,860 PFlops (FP16), including 2,882 PFlops (FP16) of domestic computing power and 1,978 PFlops (FP16) of imported computing power [5] - Upon completion, the entire Zhejiang Cloud Computing Data Center will provide robust infrastructure support for the digital industry development in the Yangtze River Delta region [6]

Core Insights - Nscale has agreed to build a data center for Microsoft in Texas, marking the fourth similar agreement between the two companies in the past two months [1] - The new facility will have a power capacity of up to 240 megawatts and is expected to be operational by Q3 2026, deploying approximately 104,000 new NVIDIA GB300 chips [1] - Nscale, established in 2024 from a cryptocurrency mining company, has become one of the most active AI chip leasing companies amid a surge in demand for computing resources [1] - Microsoft has entered into a five-year, $6.2 billion agreement with Nscale to build a data center in Norway, with plans to deploy about half the number of NVIDIA GB300 chips compared to the Texas site [1] - Nscale's CEO, Josh Payne, indicated that the startup is seeking to go public as early as next year [4] Industry Context - The AI industry has yet to report profits, and many infrastructure developers, including Nscale, lack experience in building data centers [1] - Microsoft has engaged with several "new cloud operators" to supplement its own server computing capacity [3] - Compared to other recent projects, the planned Texas facility is relatively small, as OpenAI plans to invest approximately $400 billion in five sites with a total capacity of around 7 gigawatts [5]

上周的文章中，我们就率先提出来AI数据中心的下半场：电力和节能。 AI数据中心的下半场：电力和节能 刚巧文章发表之后，整个电力板块的表现都非常不错，即便是昨天市场表现如此糟糕，电力板块也 并没有跌很多。我们认为，美国缺电将会持续很长一段时间。再昨天的TMTB中，也提到美国两党 候选人均指责因为数据中心导致电费上涨。 后续我们还规划了一个系列的文章，来给大家梳理一下电力这个话题，毕竟光模块、PCB、液冷的 话题大家应该都看腻了，而且这些股票也都涨的非常多了，很多投资者对这几家龙头公司的研究非 常深了，很多价值也已经提前兑现。最近关于光模块的小作文非常的多，而且有些错的很离谱，都 会影响到市场，说明这个板块的逻辑性已经比较差了。 英伟达的800 VDC生态系统 官网链接如下：https://developer.nvidia.com/blog/building-the-800-vdc-ecosystem-for-efficient-scalable- ai-factories/ 近年来，随着生成式AI的快速发展，传统的计算中心正逐步转型为AI工厂。这种转变让电力基础设 施成为部署规模、位置和可行性的关键制约因素。过 ...

商务部公布反制301调查措施 10月14日，美国依据所谓301调查结果，正式对中国海事、物流和造船领域实施港口费等限制措施。 商务部新闻发言人对此表示，中方在相关问题上的立场是明确的、一贯的，打，奉陪到底；谈，大门敞 开。中方敦促美方纠正错误做法，与中方相向而行，通过平等对话协商方式解决双方关切的问题。 同时，商务部发布2025年第6号商务部令，为反制美国对中国采取海事、物流和造船业301调查措施，经 国家反外国制裁工作协调机制批准，中方决定将韩华海洋株式会社5家美国相关子公司列入反制清单， 并采取反制措施。 央行出手：今日将开展6000亿元买断式逆回购操作 据中国人民银行网站10月14日消息，为保持银行体系流动性充裕，2025年10月15日，中国人民银行将以 固定数量、利率招标、多重价位中标方式开展6000亿元买断式逆回购操作，期限为6个月(182天)。 【观网财经丨智能早报10月15日】 日前，上海市经济和信息化委员会印发《上海市智能终端产业高质量发展行动方案(2026-2027年)》，计 划到2027年，上海市智能终端产业持续做大做强，总体规模突破3000亿元，打造3家以上具有全球影响 力的消费级终端品 ...

Domestic Market Overview - The domestic market experienced a pullback after an initial rise, with the Shanghai Composite Index closing at 3865.23 points, down 0.62%. The Shenzhen Component Index closed at 12895.11 points, down 2.54%. The STAR Market 50 index fell by 4.26%, and the ChiNext index decreased by 3.99%. The total trading volume of the A-share market reached 25,966 billion yuan, showing an increase compared to the previous day [1][4][9] - Among the 30 sectors tracked, 11 sectors saw gains, with banking, coal, and food and beverage sectors leading the increases. In contrast, the telecommunications, electronics, and non-ferrous metals sectors experienced significant declines. Notably, indices related to cultivated diamonds, superhard materials, and selected insurance performed actively [1][4][9] Overseas Market Overview - The U.S. stock market showed mixed results, with the Dow Jones Industrial Average rising by 0.44%, while the S&P 500 index fell by 0.16% and the Nasdaq dropped by 0.76%. Notable gainers included Walmart, which rose nearly 5%, and Caterpillar, which increased by over 4%. Conversely, the tech giants index fell by 1.26%, with Nvidia dropping over 4% and Amazon declining by more than 1% [2][4] Economic Insights - The Chinese Premier Li Qiang held a meeting with economic experts and entrepreneurs to discuss the current economic situation and future work strategies. He emphasized the need for a broader perspective to accurately assess the resilience of China's economy amid international changes and to strengthen confidence while addressing issues. Li highlighted the importance of implementing counter-cyclical adjustments and expanding domestic demand [10][12] - The meeting revealed that 1,734 stocks rose while 3,554 fell, indicating a turbulent market with 146 stocks rising over 5% and 446 falling over 5%. The market is currently in a phase of consolidation, with a focus on macroeconomic financial data [10][12] Industry Developments - The Ministry of Commerce announced countermeasures against five U.S. subsidiaries of Hanwha Ocean Corporation due to their involvement in U.S. investigations that harm Chinese enterprises' rights. This action reflects ongoing tensions in international trade relations [13] - The National Development and Reform Commission (NDRC) issued guidelines to support energy-saving and carbon reduction transformations in key industries such as electricity, steel, and chemicals. The initiative aims to align with national goals for carbon neutrality and promote green economic transformation [14][15][16] - China's manned spaceflight sector achieved a milestone with the registration of its first international standard, enhancing its influence in global aerospace standards [17]