战略图谱：能源与算力的化学反应 东阳光的野心远不止于财务投资。东阳光在氟化冷却液、冷板组件等液冷核心材料及部件领域的技术壁 垒与产能优势，与秦淮数据中国的业务体系深度融合后，将打造行业首个液冷和下游需求大规模深度捆 绑体系，构建更高效的"液冷材料-设备-智算中心"的全栈解决方案，不仅能有效降低数据中心PUE （Power Usage Effectiveness）至行业顶尖水平，更能推动东阳光液冷技术实现从"产品供应"向"系统解 决方案输出"的战略升级。 2025年9月10日，电极箔龙头东阳光发布公告，公司与控股股东深圳市东阳光实业发展有限公司拟共同 增资宜昌东数一号投资有限责任公司（下称"东数一号"），增资金额分别为35亿元、40亿元。 与此同时，东数一号通过全资孙公司宜昌东数三号投资有限责任公司（下称"东数三号"）拟收购秦淮数 据中国区业务经营主体100%股权。本次交易完成后，东阳光成为东数一号的参股股东，间接持有秦淮 数据中国的股权。 交易架构：多层嵌套的资本棋局 本次收购采用"增资+贷款+股权穿透"的三层架构：东阳光与控股股东向东数一号投资公司增资75亿元 （分别出资35亿、40亿），后者通过全资子公司 ...

每一个科技风口来临，都会吸引无数淘金者。但最先赚翻的，往往是把铲子卖给淘金的人——周超男和 她创立的润泽科技，便是AI时代的"卖铲人"。 时间回到2009年，周超男来到河北廊坊成立润泽科技，瞄准算力基建。前面十年里，润泽科技一直在亏 损泥潭里挣扎。直到2018年，AI风口来临，公司才逐渐走上正轨，为字节跳动等大客户提供算力服 务。 最近几年，赶上了全球AI算力风口，润泽科技迎来爆发，股价一路高涨，最新市值870亿元，相比2022 年时的估值涨幅超500%。 新兴产业的造富速度令人惊叹。根据胡润研究院发布的《2025年全球富豪榜》，背靠润泽科技，周超男 家族位列全球第600位，她成为河北女首富。 润泽科技再次赚翻——财报显示，2023年润泽科技营收大幅提升，同比增长60.27%至43.51亿元，其中 归母净利润17.62亿元。2024年至2025年上半年，润泽科技营收分别为43.65亿元、24.96亿元。 这是一个令人有些意外的逆袭故事。 成立于2009年，润泽科技专门为AI产业提供算力中心服务，目前在京津冀、长三角、大湾区、成渝经 济圈等全国6大区域建成7个 AIDC智算产业园。眼下，全球AI竞赛激烈，而AI ...

IREN在美股盘前一度上涨12%，截至发稿，该股上涨7%。 两周前，IREN宣布已斥资约6.7亿美元采购英伟达和AMD的GPU，以加速其人工智能云业务增长。 IREN在声明中表示，采购包括7100台英伟达B300GPU、4200台英伟达B200以及1100台AMD MI350X， 总价值约6.74亿美元。此举使其GPU总装机量提升至约23,000台。该消息曾引发股价大涨超10%。 数据中心运营商兼比特币矿企IREN Limited(IREN.US)于周二宣布，已与多家人工智能(AI)企业签署额外 的多年期云服务合同，内容涉及英伟达(NVDA.US)Blackwell系列GPU的部署。该消息推动该股在美股 盘前走高。 IREN近期已扩大其AI云服务产能，且目前仍按计划推进，截至2026年第一季度末，公司当前运营及已 订购的2.3万台GPU，有望实现年化运营收入超5亿美元。 截至目前，在2.3万台GPU中，已有1.1万台的客户合同落地，对应AI云服务年化经常性收入(ARR)约 2.25亿美元，这批GPU预计将于2025年底前投入运营。 ...

【环球时报驻韩国特约记者 黎枳银】综合《朝鲜日报》《韩民族日报》及韩联社28日报道，位于大田市的韩国国家级数据中心——国家信息资源 管理院26日晚发生大火，导致全国范围内政府网络和公共机构信息系统大面积瘫痪，引发金融、交通在内多个民生领域的混乱。 韩国总统李在明28日在中央灾难安全对策本部会议上就火灾事故向国民正式致歉，并要求有关部门"不惜彻夜工作，也要尽快恢复邮政、金融等重 要民生系统"，同时承诺保持透明，公开修复进展。 事故发生后，韩国全国范围内均出现不同程度混乱。政府重要门户网站停摆，邮局金融支付清算中断，部分房产交易因无法即时调取政务资料而 停办。因移动身份证临时不可用，机场与港口旅客办理登机登船受阻，部分商户不得不停用刷卡消费或拒绝酒类销售。公职人员邮箱与内部认证 平台亦出现故障。在首尔龙山区二村洞一处邮局，ATM机屏幕显示"无法使用"，所有转账和保险业务均无法办理。仁川富平区一名15岁学生抱 怨："我只有一张邮局借记卡，现在完全用不了。"首尔金川区一位市民则担心快递受阻："中秋节快递量大，如果物流停摆，可能引发大混 乱。"韩国多地居民担忧，若29日工作日前相关系统的网络不能全面恢复，政府办公厅与居 ...

Group 1 - The company, Garmin Group Holdings, announced that Wellford Properties has not yet entered into any final agreements with potential buyers regarding a potential transaction, and the exclusivity period will end on September 15, 2025 [1] - On September 22, 2025, the company signed a non-binding indicative term sheet with a potential buyer for the sale of a portfolio of four data center projects, which includes the acquisition of all shares of Wellford Properties Holdings Limited (WPHL) and the acquisition of all shares of Wei Feng Properties Limited [1][2] - The total potential consideration for the potential sale is HKD 5.25 billion [1] Group 2 - As part of the transaction, WPHL will undergo an internal restructuring to hold all shares of the target group companies, which include various data center entities registered under Hong Kong law [2] - Wei Feng, a company fully owned by WPHL, will be divested from WPHL as part of the restructuring [2] - The board believes that the single, comprehensive offer for the entire data center asset portfolio aims to provide greater strategic advantages and certainty for the company's deleveraging goals [3] Group 3 - If the potential sale is realized, most of the net proceeds are expected to be used to repay the company's bank borrowings, thereby reducing a significant portion of its debt and lowering financial costs [3] - The board considers that entering into the term sheet and the potential sale (if realized) aligns with the overall interests of the company and its shareholders [3]

Core Viewpoint - The article highlights the upcoming earnings reports from major retailers like Walmart, Home Depot, and Target, which are seen as crucial indicators of U.S. consumer resilience. Additionally, the Jackson Hole global central bank conference is approaching, where Federal Reserve Chairman Jerome Powell is expected to provide clearer guidance on economic outlook and monetary policy [1][2]. Market Performance - As of the closing on August 18, the Dow Jones Industrial Average fell by 0.08% to 44,911.82 points, while the Nasdaq increased by 0.03% to 21,629.77 points, and the S&P 500 decreased by 0.01% to 6,449.15 points [2]. - Among the 11 sectors of the S&P 500, six declined and five rose, with the real estate and communication services sectors leading the declines at 0.95% and 0.70%, respectively. The industrial and consumer discretionary sectors led the gains at 0.40% and 0.38% [4]. Company-Specific Developments - Intel's stock fell by 3.66% but later surged over 4% in after-hours trading following news of a $2 billion investment from SoftBank, which will purchase Intel shares at $23 each. This investment reflects SoftBank's belief in the importance of advanced semiconductor manufacturing in the U.S. [4][5]. - There are reports that the Trump administration is in talks to acquire approximately 10% of Intel's shares, which would make the U.S. federal government the largest shareholder of the semiconductor manufacturer. This speculation led to a 23% increase in Intel's stock last week, marking its best weekly performance since February [5]. - Google’s parent company, Alphabet, saw a slight decline of 0.2%. Google is increasing its stake in TeraWulf, a data center operator, by providing $1.4 billion in guarantees, raising its ownership from 8% to 14% [6]. Performance of Chinese Stocks - The Nasdaq Golden Dragon China Index rose by 0.12%, with notable gains in stocks such as Xunlei (up over 37%), Zhihu and iQIYI (both up over 17%), and Dingdong Maicai (up over 7%) [7].

( 图片来源：《澳华财经在线》) 【财经要闻及评论】 澳洲可再生能源投资放缓 大型电池项目显著降温 2. 信息传媒与电信业：2,560.70澳元 澳大利亚清洁能源委员会（CEC）发布的报告显示，今年上半年，澳洲大型可再生能源投资连续两个季 度放缓，这样的速度难以实现2030年可再生能源发电占总发电量82%的目标。 3. 电力、燃气、水和废物处理业：2,366.80澳元 4. 专业、科学与技术服务业：2,327.60澳元 5. 金融和保险业：2,323.70澳元 6. 公共管理和安全：2,103.30澳元 7. 教育和培训业：2,098.30澳元 8. 卫生保健和社会救助业：1,978.80澳元 9. 建筑业：1,957.60澳元 10. 运输、邮政和仓储业：1,925.70澳元 今年二季度，仅有615兆瓦、价值5.2亿澳元的大型太阳能项目获得融资，并且无新的风电项目落地。 今年上半年新获融资的可再生能源装机容量仅1.17吉瓦，而替代退役电厂每年需要6–7吉瓦的装机容 量。值得关注的是，大型电池项目也显著降温，二季度仅334兆瓦获得融资，不及一季度1520兆瓦的四 分之一，创近两年来最低水平。 澳洲全职员工平均 ...

Group 1 - The stock price of Nanxing Co., Ltd. closed at 19.86 yuan on August 14, 2025, down 4.01% from the previous trading day, with a trading volume of 233,800 lots and a transaction amount of 471 million yuan [1] - Nanxing Co., Ltd. is primarily engaged in the manufacturing of specialized equipment, with its subsidiary, Unique Network, focusing on data center construction and operation. The company's business spans multiple areas, including computing power and China-Russia trade [1] - Unique Network's self-built data center employs advanced water-cooling and air-cooling technology combined with an intelligent control system, effectively enhancing operational efficiency and reducing energy consumption. The data center's PUE value has decreased to 1.3, which is better than the industry average [1] Group 2 - On August 14, 2025, the net outflow of main funds was 73.38 million yuan, with a cumulative net outflow of 233 million yuan over the past five trading days [2]

Core Viewpoint - The $9 billion all-stock acquisition of data center operator Core Scientific by AI cloud computing company CoreWeave has faced market skepticism, highlighting investor concerns over valuation bubbles in the AI sector [1][3][7] Company Performance - Core Scientific's stock has dropped 25% since the acquisition announcement on July 7, with its market value now at $6 billion, which is $1.2 billion lower than the stock value offered by CoreWeave [1][4] - CoreWeave's stock has also declined by 20%, resulting in a market cap loss of over $12 billion [1][3] Investor Sentiment - Shareholders of Core Scientific are selling their shares, indicating a lack of trust in CoreWeave's stock as a payment method and questioning the sustainability of CoreWeave's valuation of $64 billion, which has a price-to-sales ratio of 13 and is not yet profitable [3][4] - The unusual market reaction suggests that investors believe maintaining independence may yield better returns than accepting CoreWeave's stock [4][7] Acquisition Dynamics - The acquisition was initially valued at approximately $20 per share for Core Scientific, but the current market price is about $1 lower, reflecting skepticism about the deal's attractiveness [4][5] - CoreWeave, as a tenant of Core Scientific, is obligated to pay over $10 billion in lease fees over the next 12 years, complicating the perceived value of the acquisition [5] Market Conditions - CoreWeave's stock price surged from $40 to $187 within a few months due to limited public float, which has created a bottleneck for potential investors [6] - Concerns are rising about a potential sell-off when the lock-up period for CoreWeave's shareholders expires on September 24, allowing insiders to sell approximately 290 million shares [6] Broader Implications - The challenges faced in this acquisition reflect deeper issues within the AI sector, as investors begin to question the high valuations of certain AI companies amidst a record stock market rally [3][7] - The significant price discrepancy in the acquisition deal suggests that it may ultimately fall through, negatively impacting CoreWeave's valuation [7]

Group 1 - The core viewpoint is that the US Department of Commerce commented on the "US-UAE AI Park," stating that the park will collaborate with multiple American companies [1] - American companies will operate data centers in the UAE [2]