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中信建投:北美四大CSP上调2026年资本开支预期,坚定看好算力产业链

intermediate36氪1 min read
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Grammar Points

动词 + 悉Formal notification verbHSK 6

获悉 (huòxī) means 'to learn/be informed of' and is a formal written expression commonly used in news and business contexts. It combines 获 (obtain) + 悉 (know).

"36氪获悉,中信建投指出..."

同比 + 增长/下降 + percentageYear-over-year comparisonHSK 5

同比 (tóngbǐ) means 'compared to the same period last year' and is used with 增长 (increase) or 下降 (decrease) to express percentage changes in business and economic contexts.

"北美四大CSP厂商2026年一季度合计资本开支1316亿美元,同比增长70.25%"

预计 + clausePrediction/forecast structureHSK 5

预计 (yùjì) means 'it is estimated/expected that' and introduces predictions or forecasts. It's commonly used in business reports and news to present future projections.

"预计2026年总资本开支7100亿美元"

依旧 + verb/adjectiveContinuation adverbHSK 5

依旧 (yījiù) means 'still/as before' and emphasizes that a situation continues unchanged. It's more formal than 还是 and often used in written Chinese.

"2027年依旧能看到高增"

预示着 + result clauseIndication/foreshadowingHSK 6

预示着 (yùshìzhe) means 'indicates/foreshadows that' and is used to express that something signals or points to a future outcome. The 着 adds a continuous aspect.

"预示着算力基础设施的建设高峰远未见顶"

Key Vocabulary

niánHSK1

variant of 年[nian2]

资本zī běnHSK6

capital (economics)

开支kāi zhīHSK7

expenditures; expenses (CL:筆|笔[bi3],項|项[xiang4])

北美běi měi
中信zhōng xìn
亿美元yì měi yuán
算力suàn lì
厂商chǎng shāngHSK6

producer

产业链chǎn yè liànHSK7

industry value chain

建投jiàn tóu
四大sì dà
同比tóng bǐHSK7

(statistics) compared with the same period of the previous year; year on year; year over year

指出zhǐ chūHSK4

to indicate

zǒngHSK3

surely

上调shàng tiáoHSK7

to raise (prices)

坚定jiān dìngHSK6

firm

整体zhěng tǐHSK5

entire body

季报jì bào
yúnHSK4

cloud

持续chí xùHSK5

to continue

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