--- 格式版本: 2 标题: "数据中心产业链迎发展窗口期 24只概念股上半年业绩向好 _ 东方财富网" 原文链接: "https://finance.eastmoney.com/a/202608123838321259.html" 发布日期: "2026-08-12" 发布时间校准状态: "found" 发布时间需复核: "否" 发布时间来源: "llm:local:strict_original_body" 发布时间证据: "2026年08月12日 07:12 来源： 证券时报网" 发布时间校准原因: "正文中明确标注发布时间为2026年08月12日 07:12，符合优先级最高的正文明确标注发布时间规则。" 发布时间校准置信度: "1" 发布时间候选数量: 13 发布时间严格候选数量: 4 发布时间原页读取状态: "source template page reused from URL open" 发布时间未找到原因: "" 发布时间校准时间: "2026-08-13T04:05:56+08:00" 发布时间仲裁状态: "confirmed" 发布时间仲裁尝试次数: 2 发布时间仲裁耗时毫秒: 19147 发现时间: "2026-08-13T04:04:31+08:00" 入库时间: "2026-08-12T20:06:16.093Z" 来源平台: "东方财富搜索" 搜索渠道: "source_template" 搜索词: "https://so.eastmoney.com/news/s?keyword=%E7%AE%97%E5%8A%9B%E6%96%B0%E4%B8%80%E4%BB%A3%20FormFactor" 匹配关键词: - "算力新一代 FormFactor" - "CPO" - "光" - "交付" - "AI" 相关厂家: - "阿里" 相关专家: [] 内容类型: "网页" 抓取工具: "CDP Render" 清洗工具: "CDP Text + Defuddle/Readability 正文提取" 原始附件: [] AI优质: "否" AI打分: 35 AI分档: "非优质" AI质检状态: "不通过" AI打分理由: "文章为财经股票新闻，仅泛泛提及数据中心和AI算力，无超节点/AI Rack/机柜级AI系统具体技术细节或商业落地信息，属于低价值内容。" AI质检模型: "ali-deepseek-v4-flash" AI质检时间: "2026-08-13T04:09:06+08:00" AI主题相关性: 5 AI来源权威性: 8 AI新颖性: 10 AI技术细节: 2 AI商业部署信号: 5 AI完整性: 5 AI摘要: "AI算力需求推动数据中心产业链进入发展窗口期，阿里云发布了新一代全模块化AI数据中心架构。已披露业绩的A股概念股中，24股上半年净利润同比增长，其中利通电子、富瀚微增幅均超1000%。" AI摘要模型: "ali-deepseek-v4-flash" AI摘要时间: "2026-09-07T03:38:59.156Z" 采集批次: "2026年8月13日1点55分48秒" 采集批次ID: "20260813-015548-033" 去重键: "https://finance.eastmoney.com/a/202608123838321259.html" --- - [财经](http://finance.eastmoney.com/) - [焦点](http://finance.eastmoney.com/yaowen.html) - [股票](http://stock.eastmoney.com/) - [新股](http://stock.eastmoney.com/newstock.html) - [期指](http://stock.eastmoney.com/gzqh.html) - [期权](http://option.eastmoney.com/) - [行情](http://quote.eastmoney.com/flash/sz300059.html) - [数据](http://data.eastmoney.com/) - [全球](http://stock.eastmoney.com/global.html) - [美股](http://stock.eastmoney.com/america.html) - [港股](http://hk.eastmoney.com/) - [期货](http://futures.eastmoney.com/) - 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"https://wap.eastmoney.com/a/202608123838321259.html") 提示： 微信扫一扫 分享到您的 朋友圈 ![](https://g1.dfcfw.com/g4/202608/20260806130850.png) AI妙想为你解读全文 APP内免费阅读 ![](https://g1.dfcfw.com/g4/202608/20260806130911.png) 　　 [全新妙想投研助理，立即体验](https://ai.eastmoney.com/miaoxiang/?adid=web_mx_dcsy_activity_01_01_01_1&infocode=202608123838321259) 　　人民财讯8月12日电， [人工智能](http://quote.eastmoney.com/unify/r/90.BK0800) （AI）算力需求持续爆发，全球算力基建迎来大规模投资热潮。为适配算力高速增长带来的交付提速需求，阿里云发布新一代全模块化 [人工智能](http://quote.eastmoney.com/unify/r/90.BK0800) [数据中心](http://quote.eastmoney.com/unify/r/90.BK0922) 架构，海内外科技巨头加码智算设施。叠加国内政策持续助推绿色算力与算力网建设，市场空间加速释放， [数据中心](http://quote.eastmoney.com/unify/r/90.BK0922) 产业链迎来发展窗口期。 　　据证券时报·数据宝统计，A股布局 [数据中心](http://quote.eastmoney.com/unify/r/90.BK0922) 产业链的概念股超过百只。8月11日， [城地香江](http://quote.eastmoney.com/unify/r/1.603887) 、 [杭钢股份](http://quote.eastmoney.com/unify/r/1.600126) 涨停， [盛弘股份](http://quote.eastmoney.com/unify/r/0.300693) 上涨12.92%， [旭光电子](http://quote.eastmoney.com/unify/r/1.600353) 、 [铜牛信息](http://quote.eastmoney.com/unify/r/0.300895) 等跟涨。 　　从业绩来看，45只概念股公布半年度业绩相关公告。按半年报、业绩快报、业绩预告净利润下限顺序统计，24股归母净利润实现同比增长，其中 [利通电子](http://quote.eastmoney.com/unify/r/1.603629) 、 [富瀚微](http://quote.eastmoney.com/unify/r/0.300613) 同比增幅均在1000%以上。 　　数据显示，上述净利润增长的24股中，7股7月以来获机构调研，其中 [新易盛](http://quote.eastmoney.com/unify/r/0.300502) 、 [天孚通信](http://quote.eastmoney.com/unify/r/0.300394) 、 [通富微电](http://quote.eastmoney.com/unify/r/0.002156) 获机构调研家数居前，分别达到417家、40家、36家。 ![](https://np-newspic.dfcfw.com/download/D24858647708727401969_w560h985.jpg) （文章来源：证券时报网） ![](https://g1.dfcfw.com/g4/202608/20260805130749.png) 暗盘资金榜已更新!这些个股/板块可以关注> 文章来源：证券时报网 责任编辑：156 原标题：数据中心产业链迎发展窗口期 24只概念股上半年业绩向好 **郑重声明：** 东方财富发布此内容旨在传播更多信息，与本站立场无关，不构成投资建议。据此操作，风险自担。 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