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中信证券:建议关注国内头部AI PCB/覆铜板(CCL)厂商、存储厂商等

intermediate36氪1 min read
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Grammar Points

在……中……in / withinHSK 4

This pattern is used to indicate the scope, context, or framework within which something happens. 在 introduces the situation or range, and 中 marks it as the internal context. It is very common in formal and written Chinese.

"在Rubin/Rubin Ultra架构中新增LPU与midplane"

"CPO有望率先在Rubin的Scale-out架构中落地"

将……future marker willHSK 4

将 is a formal written marker showing future action, prediction, or expected change, similar to “will” in English. It often appears in reports, analysis, and news writing.

"2027年AI算力需求仍将保持强劲增长"

"规格、用量提升将带动需求进一步扩张"

有望……be expected toHSK 5

有望 means “to have a good chance to” or “to be المتوقع/expected to.” It is used to express optimistic expectation about a future result, often in formal or analytical contexts.

"CPO有望率先在Rubin的Scale-out架构中落地"

对于……的……regarding / towardHSK 5

对于 introduces the target or topic of an attitude, judgment, or reaction. It is often followed by a noun phrase with 的, especially in formal writing, to mean “regarding...” or “toward...”.

"进一步强化市场对于AI产业持续增长、增量逻辑兑现的信心"

始于……begin fromHSK 6

始于 is a formal written expression meaning “to begin in/from.” It is commonly used in reports or academic-style writing to indicate the starting point of a process, trend, or application.

"在Scale-up的应用预计将始于2028年Feynman平台上"

Key Vocabulary

jiāngHSK4

just a short while ago

zàiHSK1

(of sb or sth) to be (located) at

deHSK1

of; ~'s (possessive particle)

中信证券zhōng xìn zhèng quàn
niánHSK1

harvest (old)

进一步jìn yī bùHSK5

(develop, understand, improve etc) more; further

shàngHSK1

to attend (class or university)

zhōngHSK3
yīng
伟达wěi dá
需求xū qiúHSK5

requirement

架构jià gòu
厂商chǎng shāngHSK6

producer

存储cún chǔHSK6

to stockpile

受益shòu yìHSK7

to benefit from

réngHSK4

to remain

预计yù jìHSK5

to forecast

yán
率先shuài xiānHSK6

to show initiative

始于shǐ yú
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